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
326
$639K 0.01%
14,740
-1,747
327
$638K 0.01%
8,892
-9
328
$637K 0.01%
5,524
-1,264
329
$635K 0.01%
25,267
+380
330
$635K 0.01%
324
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331
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4,393
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332
$631K 0.01%
26,825
+10,463
333
$626K 0.01%
2,807
-197
334
$625K 0.01%
239
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335
$624K 0.01%
2,167
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336
$621K 0.01%
4,898
+140
337
$618K 0.01%
11,676
-359
338
$617K 0.01%
17,210
+5,090
339
$614K 0.01%
9,037
+307
340
$613K 0.01%
19,774
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341
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6,275
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342
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92,811
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343
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2,800
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344
$610K 0.01%
810
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345
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346
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12,248
+689
347
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5,786
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348
$602K 0.01%
4,384
-578
349
$602K 0.01%
+2,107
350
$602K 0.01%
2,441
+158
12 13
14
15 16