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
351
$380K 0.01%
2,597
-8,956
352
$378K 0.01%
11,381
353
$376K 0.01%
4,669
354
$375K 0.01%
21,805
355
$368K 0.01%
3,326
+112
356
$367K 0.01%
9,052
+5
357
$364K 0.01%
2,403
358
$364K 0.01%
11,520
359
$363K 0.01%
4,632
-1,173
360
$361K 0.01%
16,226
-3,385
361
$360K 0.01%
14,212
+40
362
$360K 0.01%
4,200
363
$360K 0.01%
2,412
-53
364
$360K 0.01%
2,926
365
$359K 0.01%
1,320
366
$358K 0.01%
6,256
-289
367
$356K 0.01%
15,027
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368
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5,999
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369
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2,807
370
$353K 0.01%
2,443
371
$353K 0.01%
10,489
-321
372
$351K 0.01%
2,451
+200
373
$349K 0.01%
9,247
-710
374
$345K 0.01%
3,191
+2
375
$345K 0.01%
2,531
-3
13 14
15
16 17