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
26
$9.1M 0.2%
69,524
-275
27
$8.9M 0.2%
456,077
-48,506
28
$8.76M 0.19%
66,430
-3,050
29
$8.11M 0.18%
68,994
+1,396
30
$7.79M 0.17%
486,816
+326,465
31
$7.75M 0.17%
82,723
+492
32
$7.4M 0.16%
46,424
-235
33
$7.32M 0.16%
139,537
-2,693
34
$6.43M 0.14%
15,050
+2,102
35
$6.22M 0.14%
142,930
-16,540
36
$5.74M 0.13%
206,868
+117,070
37
$5.52M 0.12%
32,730
+821
38
$5.51M 0.12%
149,033
+500
39
$5.45M 0.12%
56,289
+171
40
$5.44M 0.12%
185,129
+74,510
41
$5.26M 0.12%
19,779
-33
42
$4.87M 0.11%
9,073
+55
43
$4.87M 0.11%
12,899
-16
44
$4.76M 0.11%
64,957
+3,572
45
$4.7M 0.1%
15,555
-381
46
$4.55M 0.1%
18,190
+205
47
$4.31M 0.1%
97,098
-6,549
48
$3.88M 0.09%
18,255
+1,098
49
$3.88M 0.09%
58,950
50
$3.87M 0.09%
24,826
-2,815
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