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
451
$273K 0.01%
1,904
452
$273K 0.01%
7,002
-265
453
$272K 0.01%
5,142
+60
454
$271K 0.01%
3,997
455
$269K 0.01%
5,724
456
$269K 0.01%
3,237
457
$268K 0.01%
3,433
458
$268K 0.01%
3,436
459
$267K 0.01%
7,037
-337
460
$267K 0.01%
3,415
+538
461
$267K 0.01%
4,862
+1,062
462
$266K 0.01%
4,240
463
$266K 0.01%
19,354
-100
464
$265K 0.01%
1,349
465
$265K 0.01%
5,411
466
$264K 0.01%
6,298
467
$264K 0.01%
514
468
$262K 0.01%
378
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$260K 0.01%
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470
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1,811
471
$258K 0.01%
7,274
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472
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590
473
$257K 0.01%
3,461
+39
474
$256K 0.01%
1,917
+2
475
$256K 0.01%
17,601
+3
17 18
19
20 21