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
476
$425K 0.01%
1,576
+127
477
$424K 0.01%
17,377
+1,132
478
$423K 0.01%
6,154
-2,172
479
$422K 0.01%
1,370
+1
480
$421K 0.01%
5,539
+471
481
$421K 0.01%
1,098
+65
482
$420K 0.01%
9,535
+2,261
483
$419K 0.01%
1,925
-16
484
$418K 0.01%
5,025
-8
485
$418K 0.01%
4,681
486
$417K 0.01%
14,284
+439
487
$413K 0.01%
8,026
+642
488
$412K 0.01%
1,009
+85
489
$412K 0.01%
3,182
-221
490
$411K 0.01%
3,646
-998
491
$411K 0.01%
3,172
-498
492
$411K 0.01%
+2,727
493
$411K 0.01%
3,123
+147
494
$410K 0.01%
4,065
+307
495
$410K 0.01%
3,733
-219
496
$410K 0.01%
3,036
-9
497
$408K 0.01%
8,319
-512
498
$408K 0.01%
1,360
+4
499
$406K 0.01%
2,722
500
$406K 0.01%
10,171
+2,277
18 19
20
21 22