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
376
$345K 0.01%
6,062
377
$344K 0.01%
5,139
378
$344K 0.01%
2,325
379
$343K 0.01%
1,058
380
$343K 0.01%
6,927
381
$342K 0.01%
2,920
382
$342K 0.01%
4,621
383
$341K 0.01%
2,428
+7
384
$340K 0.01%
134
385
$340K 0.01%
11,318
-1,370
386
$340K 0.01%
19,581
-1,000
387
$340K 0.01%
4,792
388
$339K 0.01%
4,989
+186
389
$339K 0.01%
13,172
-100
390
$339K 0.01%
1,609
391
$338K 0.01%
909
392
$337K 0.01%
1,979
393
$333K 0.01%
3,618
394
$333K 0.01%
725
395
$331K 0.01%
9,844
396
$331K 0.01%
1,000
397
$330K 0.01%
4,726
398
$329K 0.01%
1,440
+138
399
$326K 0.01%
1,563
-106
400
$324K 0.01%
1,384
-133
14 15
16
17 18