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
451
$285K 0.01%
2,599
-26
452
$285K 0.01%
3,921
453
$285K 0.01%
+1,915
454
$284K 0.01%
318
+4
455
$283K 0.01%
1,180
+6
456
$283K 0.01%
8,345
+8
457
$283K 0.01%
4,377
+15
458
$282K 0.01%
358
+2
459
$282K 0.01%
+5,724
460
$281K 0.01%
+2,499
461
$281K 0.01%
2,953
462
$279K 0.01%
1,811
463
$278K 0.01%
4,355
464
$278K 0.01%
4,705
+250
465
$278K 0.01%
580
466
$277K 0.01%
+2,534
467
$274K 0.01%
8,133
+141
468
$274K 0.01%
10,888
469
$273K 0.01%
+4,240
470
$272K 0.01%
578
-1
471
$272K 0.01%
1,470
+8
472
$270K 0.01%
6,062
+1,200
473
$270K 0.01%
480
474
$269K 0.01%
1,951
475
$269K 0.01%
3,382
+36
17 18
19
20 21