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
526
$241K 0.01%
2,882
-282
527
$241K 0.01%
514
+2
528
$240K 0.01%
6,669
-2
529
$240K 0.01%
+6,361
530
$238K 0.01%
1,422
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531
$237K 0.01%
1,199
532
$237K 0.01%
+4,459
533
$236K 0.01%
+3,283
534
$236K 0.01%
1,703
535
$235K 0.01%
+2,363
536
$235K 0.01%
3,033
+50
537
$235K 0.01%
7,381
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538
$234K 0.01%
1,961
539
$234K 0.01%
6,944
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540
$233K 0.01%
3,615
541
$233K 0.01%
4,427
542
$233K 0.01%
2,442
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$233K 0.01%
2,023
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544
$232K 0.01%
14,610
+5,020
545
$232K 0.01%
2,918
546
$232K 0.01%
+2,959
547
$232K 0.01%
2,871
+40
548
$232K 0.01%
4,186
-951
549
$231K 0.01%
605
+5
550
$231K 0.01%
1,389
+100
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