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
526
$232K 0.01%
1,361
527
$232K 0.01%
1,384
528
$232K 0.01%
8,556
+133
529
$231K 0.01%
3,390
+8
530
$231K 0.01%
598
-50
531
$230K 0.01%
886
532
$229K 0.01%
264
533
$229K 0.01%
+4,280
534
$229K 0.01%
2,512
+13
535
$228K 0.01%
2,280
536
$227K 0.01%
+2,490
537
$227K 0.01%
605
538
$226K 0.01%
+4,779
539
$226K 0.01%
+6,548
540
$225K 0.01%
+73
541
$225K 0.01%
8,079
542
$224K 0.01%
3,880
+9
543
$224K 0.01%
1,493
544
$224K ﹤0.01%
1,836
545
$223K ﹤0.01%
8,129
-4
546
$222K ﹤0.01%
1,048
547
$222K ﹤0.01%
2,149
548
$220K ﹤0.01%
539
549
$220K ﹤0.01%
2,953
550
$220K ﹤0.01%
22,264
-54
20 21
22
23 24