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
376
$369K 0.01%
4,200
377
$367K 0.01%
1,669
-162
378
$366K 0.01%
19,454
+70
379
$365K 0.01%
1,058
-86
380
$365K 0.01%
+2,538
381
$364K 0.01%
3,372
+129
382
$361K 0.01%
9,104
383
$360K 0.01%
11,520
384
$359K 0.01%
4,621
+500
385
$356K 0.01%
2,421
386
$356K 0.01%
1,517
387
$356K 0.01%
3,997
+6
388
$352K 0.01%
5,204
389
$352K 0.01%
725
+6
390
$352K 0.01%
8,676
+76
391
$350K 0.01%
31,872
392
$349K 0.01%
9,844
+86
393
$347K 0.01%
2,807
-2
394
$346K 0.01%
20,581
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395
$345K 0.01%
4,792
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396
$343K 0.01%
+3,626
397
$340K 0.01%
+4,534
398
$335K 0.01%
2,251
399
$334K 0.01%
134
+2
400
$333K 0.01%
19,326
-1,200
14 15
16
17 18