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
426
$294K 0.01%
+483
427
$293K 0.01%
10,888
428
$292K 0.01%
17,547
-1,779
429
$291K 0.01%
4,705
430
$290K 0.01%
2,669
431
$288K 0.01%
2,021
-90
432
$287K 0.01%
2,569
433
$287K 0.01%
874
434
$286K 0.01%
2,741
+142
435
$286K 0.01%
1,180
436
$284K 0.01%
1,407
437
$284K 0.01%
507
+27
438
$282K 0.01%
901
439
$281K 0.01%
5,783
440
$281K 0.01%
3,389
-7,336
441
$280K 0.01%
3,759
+2
442
$279K 0.01%
3,476
443
$278K 0.01%
6,678
444
$277K 0.01%
2,543
-243
445
$276K 0.01%
13,439
446
$276K 0.01%
3,668
-866
447
$275K 0.01%
6,669
448
$275K 0.01%
326
+8
449
$273K 0.01%
4,288
-67
450
$273K 0.01%
5,147
16 17
18
19 20