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
526
$383K 0.01%
2,823
+300
527
$383K 0.01%
1,218
+77
528
$382K 0.01%
1,591
+488
529
$381K 0.01%
6,146
+1,328
530
$381K 0.01%
1,016
+4
531
$380K 0.01%
2,181
+387
532
$379K 0.01%
364
533
$377K 0.01%
5,895
+193
534
$377K 0.01%
2,933
-30
535
$375K 0.01%
6,863
-765
536
$375K 0.01%
13,467
-11
537
$374K 0.01%
5,475
+10
538
$373K 0.01%
+3,501
539
$372K 0.01%
2,918
+205
540
$372K 0.01%
9,539
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541
$371K 0.01%
10,772
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542
$370K 0.01%
3,348
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543
$370K 0.01%
1,445
-114
544
$369K 0.01%
4,198
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545
$369K 0.01%
6,581
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546
$369K 0.01%
3,755
+642
547
$368K 0.01%
1,562
+104
548
$367K 0.01%
1,168
+112
549
$367K 0.01%
1,196
550
$366K 0.01%
698
-132
20 21
22
23 24