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
401
$331K 0.01%
2,534
+3
402
$328K 0.01%
4,983
403
$328K 0.01%
2,636
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404
$326K 0.01%
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405
$325K 0.01%
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+19
406
$325K 0.01%
10,714
-1,226
407
$324K 0.01%
2,259
-1
408
$323K 0.01%
2,111
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409
$323K 0.01%
922
410
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725
+4
411
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1,302
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412
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6,678
413
$319K 0.01%
2,925
414
$318K 0.01%
+1,904
415
$317K 0.01%
1,407
416
$316K 0.01%
4,840
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417
$316K 0.01%
4,462
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418
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7,324
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419
$311K 0.01%
5,687
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420
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909
421
$310K 0.01%
8,870
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422
$309K 0.01%
3,476
+427
423
$309K 0.01%
2,569
+122
424
$308K 0.01%
3,433
-5
425
$306K 0.01%
1,474
-11
15 16
17
18 19