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
$4.52B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$41M
3
+$32.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23M

Top Sells

1
+$3.52M
2
+$2.01M
3
+$1.46M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.16M

Sector Composition

1 Healthcare 3.54%
2 Financials 3.21%
3 Technology 2.99%
4 Energy 1.09%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$422K 0.01%
2,767
+19
327
$421K 0.01%
2,076
328
$421K 0.01%
3,368
-4
329
$420K 0.01%
19,847
+9,019
330
$417K 0.01%
1,191
-852
331
$415K 0.01%
1,626
332
$410K 0.01%
8,916
+240
333
$409K 0.01%
1,558
+22
334
$407K 0.01%
5,204
335
$405K 0.01%
2,141
+16
336
$404K 0.01%
3,947
337
$398K 0.01%
1,728
338
$395K 0.01%
6,241
339
$395K 0.01%
815
340
$394K 0.01%
29,885
341
$393K 0.01%
2,350
342
$392K 0.01%
8,769
343
$389K 0.01%
4,579
344
$389K 0.01%
7,108
345
$385K 0.01%
9,104
346
$383K 0.01%
4,610
347
$382K 0.01%
2,966
-202
348
$382K 0.01%
8,253
-2,694
349
$382K 0.01%
3,090
350
$381K 0.01%
3,305
12 13
14
15 16