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
401
$507K 0.01%
6,074
-4,081
402
$504K 0.01%
19,873
+1,123
403
$504K 0.01%
4,558
-1,200
404
$503K 0.01%
275
405
$502K 0.01%
3,035
-220
406
$502K 0.01%
5,613
407
$502K 0.01%
885
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408
$500K 0.01%
9,200
+844
409
$500K 0.01%
975
+28
410
$498K 0.01%
10,627
-808
411
$498K 0.01%
2,018
-13
412
$496K 0.01%
17,214
+322
413
$496K 0.01%
6,336
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414
$495K 0.01%
3,139
+31
415
$495K 0.01%
5,423
+864
416
$494K 0.01%
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417
$494K 0.01%
16,317
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418
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1,879
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419
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1,556
-66
420
$488K 0.01%
2,697
+363
421
$488K 0.01%
8,176
+618
422
$487K 0.01%
16,056
423
$485K 0.01%
2,947
+14
424
$485K 0.01%
319
425
$485K 0.01%
2,786
-825
15 16
17
18 19