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
426
$484K 0.01%
3,199
+4
427
$484K 0.01%
15,735
428
$484K 0.01%
3,263
+189
429
$481K 0.01%
4,116
+90
430
$481K 0.01%
1,980
-443
431
$479K 0.01%
1,539
+3
432
$478K 0.01%
4,780
+1,662
433
$477K 0.01%
8,791
+1,172
434
$476K 0.01%
4,839
+1,159
435
$475K 0.01%
1,785
+110
436
$475K 0.01%
3,522
+448
437
$474K 0.01%
4,461
-22
438
$474K 0.01%
7,750
+3,003
439
$472K 0.01%
5,898
+2,029
440
$469K 0.01%
1,381
+437
441
$467K 0.01%
4,221
+3
442
$466K 0.01%
21,839
+975
443
$465K 0.01%
14,622
+60
444
$465K 0.01%
3,052
-80
445
$463K 0.01%
17,947
-2,232
446
$460K 0.01%
1,861
+310
447
$460K 0.01%
1,486
-56
448
$460K 0.01%
5,055
+211
449
$458K 0.01%
3,464
-379
450
$458K 0.01%
6,232
+2,078
16 17
18
19 20