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
26
$8.67M 0.19%
64,353
+5,344
27
$8.41M 0.19%
69,480
+24,562
28
$8.35M 0.19%
69,799
+18,517
29
$7.79M 0.17%
142,230
-12,072
30
$7.72M 0.17%
46,659
+244
31
$7.25M 0.16%
67,598
+1,692
32
$6.93M 0.16%
82,231
+152
33
$6.75M 0.15%
159,470
+5,070
34
$6.34M 0.14%
148,533
+1,713
35
$6.12M 0.14%
56,118
+1,091
36
$5.74M 0.13%
12,948
+633
37
$5.45M 0.12%
19,812
-218
38
$5.23M 0.12%
12,915
+585
39
$5.02M 0.11%
31,909
+2,143
40
$4.95M 0.11%
15,936
+1,067
41
$4.78M 0.11%
103,647
+457
42
$4.71M 0.11%
17,985
+1,783
43
$4.62M 0.1%
61,385
+426
44
$4.58M 0.1%
27,641
+1,823
45
$4.23M 0.09%
9,018
-28
46
$3.81M 0.09%
51,405
+2,497
47
$3.78M 0.08%
17,157
+4,266
48
$3.77M 0.08%
8,457
-259
49
$3.65M 0.08%
88,397
+5,172
50
$3.52M 0.08%
7,324
+465
1
2
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