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
476
$269K 0.01%
1,475
+7
477
$268K 0.01%
1,174
+14
478
$268K 0.01%
6,298
-6
479
$267K 0.01%
3,436
+305
480
$266K 0.01%
5,147
481
$265K 0.01%
3,985
+47
482
$265K 0.01%
3,353
483
$265K 0.01%
5,411
-360
484
$265K 0.01%
+4,079
485
$265K 0.01%
3,691
486
$263K 0.01%
874
487
$261K 0.01%
3,997
+218
488
$260K 0.01%
2,207
489
$259K 0.01%
1,346
-21
490
$258K 0.01%
1,836
+32
491
$257K 0.01%
4,634
-27
492
$256K 0.01%
3,422
-30
493
$255K 0.01%
2,786
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494
$254K 0.01%
3,989
495
$253K 0.01%
8,079
+1,045
496
$252K 0.01%
4,795
497
$252K 0.01%
4,902
498
$252K 0.01%
5,946
+44
499
$251K 0.01%
1,228
+10
500
$251K 0.01%
1,269
18 19
20
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