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
426
$305K 0.01%
28,326
427
$305K 0.01%
8,423
-100
428
$305K 0.01%
13,439
429
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+3,757
430
$303K 0.01%
1,349
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431
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3,189
+10
432
$299K 0.01%
11,381
433
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901
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434
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435
$296K 0.01%
590
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436
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437
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438
$295K 0.01%
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439
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2,669
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440
$292K 0.01%
7,267
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441
$292K 0.01%
5,082
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442
$292K 0.01%
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443
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3,155
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445
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209
446
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3,061
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447
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5,783
+15
448
$288K 0.01%
75,238
449
$288K 0.01%
2,369
+413
450
$288K 0.01%
2,176
+251
16 17
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