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
501
$251K 0.01%
2,458
-2
502
$250K 0.01%
5,791
-40
503
$250K 0.01%
6,468
504
$249K 0.01%
4,809
+17
505
$249K 0.01%
4,878
+845
506
$249K 0.01%
10,828
-1,785
507
$248K 0.01%
5,440
+48
508
$248K 0.01%
31,505
-12
509
$248K 0.01%
3,566
510
$247K 0.01%
1,099
+44
511
$247K 0.01%
1,120
512
$247K 0.01%
2,496
513
$246K 0.01%
+9,169
514
$246K 0.01%
3,220
515
$246K 0.01%
1,717
516
$245K 0.01%
17,598
+3,094
517
$245K 0.01%
648
+50
518
$244K 0.01%
1,643
-1
519
$243K 0.01%
+1,530
520
$243K 0.01%
2,788
521
$242K 0.01%
10,439
+53
522
$242K 0.01%
1,336
523
$242K 0.01%
+6,505
524
$242K 0.01%
8,839
-50
525
$242K 0.01%
10,054
-1,906
19 20
21
22 23