FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.57B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.7M
3
+$23.3M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.6M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$8.25M

Top Sells

1
+$11.5M
2
+$9.33M
3
+$8.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.79M

Sector Composition

1 Technology 4.58%
2 Healthcare 2.81%
3 Financials 2.64%
4 Communication Services 1.72%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$693K 0.01%
2,018
-22
302
$690K 0.01%
4,502
+1
303
$685K 0.01%
16,649
+29
304
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1,246
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305
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3,129
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306
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33,357
+10,864
307
$682K 0.01%
9,910
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$681K 0.01%
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309
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15,646
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310
$674K 0.01%
14,563
-4,166
311
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2,936
-203
312
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2,398
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313
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1,310
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314
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9,166
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315
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2,448
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316
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24,885
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319
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$657K 0.01%
31,137
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321
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8,422
-185
322
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3,400
-35
323
$654K 0.01%
13,290
+8
324
$647K 0.01%
12,259
+3,366
325
$639K 0.01%
22,727
+189
11 12
13
14 15