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
476
$256K 0.01%
3,220
477
$255K 0.01%
4,079
478
$255K 0.01%
8,345
479
$255K 0.01%
6,961
480
$255K 0.01%
1,266
-208
481
$254K 0.01%
2,577
+119
482
$254K 0.01%
2,534
483
$253K 0.01%
1,268
+40
484
$253K 0.01%
1,120
485
$252K 0.01%
1,336
486
$252K 0.01%
1,237
+38
487
$250K 0.01%
1,964
488
$248K 0.01%
3,353
489
$248K 0.01%
2,057
+330
490
$247K 0.01%
1,703
491
$247K 0.01%
5,946
492
$246K 0.01%
4,879
+1
493
$246K 0.01%
1,269
494
$245K 0.01%
31,505
495
$245K 0.01%
3,691
496
$245K 0.01%
4,902
497
$244K 0.01%
1,961
498
$244K 0.01%
2,359
-10
499
$243K 0.01%
10,439
500
$243K 0.01%
+4,135
18 19
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