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
376
$551K 0.01%
6,933
+486
377
$538K 0.01%
18,762
+751
378
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10,269
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379
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9,517
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1,088
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381
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5,254
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382
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3,313
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383
$528K 0.01%
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384
$528K 0.01%
+8,303
385
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7,839
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386
$524K 0.01%
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387
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5,430
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7,121
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389
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24,943
+2,032
390
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391
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3,733
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6,394
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396
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7,457
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397
$512K 0.01%
1,520
398
$510K 0.01%
1,430
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399
$510K 0.01%
5,563
-555
400
$507K 0.01%
1,556
+129
14 15
16
17 18