FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$143M
3
+$138M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$132M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$103M

Top Sells

1
+$7.83M
2
+$5.38M
3
+$3.84M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.54M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.42M

Sector Composition

1 Healthcare 3.3%
2 Financials 3.27%
3 Technology 3.2%
4 Consumer Discretionary 1.09%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$424K 0.01%
3,214
+546
327
$424K 0.01%
8,523
+1,031
328
$423K 0.01%
2,125
-44
329
$421K 0.01%
3,168
-154
330
$420K 0.01%
2,756
+8
331
$419K 0.01%
583
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332
$417K 0.01%
1,536
+5
333
$414K 0.01%
8,709
-10
334
$413K 0.01%
2,443
+3
335
$412K 0.01%
8,769
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336
$412K 0.01%
4,669
+7
337
$411K 0.01%
320
338
$410K 0.01%
3,118
339
$408K 0.01%
13,272
+567
340
$406K 0.01%
9,957
+1,771
341
$405K 0.01%
+6,372
342
$404K 0.01%
6,927
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343
$403K 0.01%
29,885
-27
344
$402K 0.01%
923
345
$401K 0.01%
15,841
-40
346
$400K 0.01%
7,151
347
$400K 0.01%
1,088
+2
348
$399K 0.01%
12,688
+1,370
349
$397K 0.01%
2,076
+84
350
$396K 0.01%
7,108
12 13
14
15 16