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
501
$403K 0.01%
5,238
+85
502
$403K 0.01%
1,679
+492
503
$403K 0.01%
4,082
-266
504
$402K 0.01%
7,282
-2,353
505
$402K 0.01%
1,453
+2
506
$401K 0.01%
+8,037
507
$400K 0.01%
2,227
+25
508
$399K 0.01%
1,390
+72
509
$398K 0.01%
904
+1
510
$398K 0.01%
2,111
+325
511
$398K 0.01%
1,132
-10
512
$395K 0.01%
4,771
-968
513
$395K 0.01%
1,991
+155
514
$394K 0.01%
5,192
+623
515
$392K 0.01%
2,228
-210
516
$392K 0.01%
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517
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518
$391K 0.01%
7,549
-1,072
519
$390K 0.01%
4,240
-137
520
$389K 0.01%
4,838
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521
$389K 0.01%
4,032
522
$387K 0.01%
9,599
+153
523
$385K 0.01%
1,263
+46
524
$384K 0.01%
3,365
-4
525
$384K 0.01%
2,431
+239
19 20
21
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