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
451
$458K 0.01%
4,379
-143
452
$457K 0.01%
2,308
-103
453
$455K 0.01%
851
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454
$453K 0.01%
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455
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1,540
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456
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8,101
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-446
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946
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459
$449K 0.01%
880
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460
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835
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461
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1,566
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462
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4,232
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463
$446K 0.01%
3,586
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464
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2,563
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465
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2,625
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466
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6,183
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470
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117
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471
$433K 0.01%
17,696
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472
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2,513
+187
473
$431K 0.01%
216
474
$428K 0.01%
+58
475
$425K 0.01%
3,773
17 18
19
20 21