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
351
$591K 0.01%
14,073
+102
352
$591K 0.01%
4,219
+311
353
$591K 0.01%
7,973
+248
354
$589K 0.01%
6,589
+775
355
$588K 0.01%
13,150
+1,008
356
$588K 0.01%
3,949
+80
357
$583K 0.01%
1,028
+77
358
$582K 0.01%
17,937
+939
359
$581K 0.01%
16,360
+630
360
$581K 0.01%
18,721
-364
361
$580K 0.01%
2,210
+80
362
$579K 0.01%
4,524
+109
363
$576K 0.01%
40,696
364
$575K 0.01%
1,639
+5
365
$575K 0.01%
7,371
+3,111
366
$574K 0.01%
5,974
+326
367
$572K 0.01%
7,028
+112
368
$571K 0.01%
3,662
+147
369
$569K 0.01%
32,674
+5,638
370
$561K 0.01%
8,959
+79
371
$561K 0.01%
6,096
372
$559K 0.01%
6,089
+990
373
$557K 0.01%
1,702
+96
374
$555K 0.01%
2,861
-8
375
$554K 0.01%
1,317
+4
13 14
15
16 17