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
501
$243K 0.01%
8,989
+150
502
$242K 0.01%
2,812
+163
503
$242K 0.01%
1,346
504
$241K 0.01%
1,099
505
$241K 0.01%
2,553
+190
506
$240K 0.01%
2,259
507
$240K 0.01%
9,169
508
$239K 0.01%
973
509
$239K 0.01%
9,430
510
$239K 0.01%
600
511
$239K 0.01%
4,382
+5
512
$239K 0.01%
1,883
+2
513
$239K 0.01%
1,004
514
$238K 0.01%
4,795
515
$238K 0.01%
1,215
516
$237K 0.01%
593
+15
517
$237K 0.01%
12,373
+3
518
$236K 0.01%
6,944
519
$236K 0.01%
3,791
-130
520
$236K 0.01%
2,171
-5
521
$235K 0.01%
5,791
522
$232K 0.01%
4,634
523
$232K 0.01%
5,392
-48
524
$232K 0.01%
6,361
525
$232K 0.01%
1,847
19 20
21
22 23