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
26
$16.3M 0.25%
416,004
+19,746
27
$15.1M 0.23%
396,139
+528
28
$13.6M 0.21%
668,104
-1,943
29
$12.7M 0.19%
1,216,550
+16,991
30
$11.9M 0.18%
211,962
+80,996
31
$11.4M 0.17%
289,109
-9,110
32
$11.1M 0.17%
59,704
+507
33
$10.3M 0.16%
16,737
+382
34
$9.44M 0.14%
402,347
-43
35
$9.36M 0.14%
86,812
-686
36
$9.3M 0.14%
146,038
-750
37
$9.06M 0.14%
184,815
+127,213
38
$9.03M 0.14%
179,883
-229,993
39
$8.95M 0.14%
32,453
-305
40
$8.11M 0.12%
59,595
+1,070
41
$7.46M 0.11%
14,665
-32
42
$7.18M 0.11%
73,414
-656
43
$6.86M 0.1%
8,805
+437
44
$6.72M 0.1%
11,834
+184
45
$6.49M 0.1%
20,439
-343
46
$6.48M 0.1%
21,312
+759
47
$5.98M 0.09%
14,088
-1,257
48
$5.71M 0.09%
9,191
-1,286
49
$5.65M 0.09%
15,414
-71
50
$5.64M 0.09%
5,696
+551
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