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
551
$219K ﹤0.01%
+6,745
552
$218K ﹤0.01%
2,474
-18
553
$217K ﹤0.01%
10,689
554
$217K ﹤0.01%
4,146
555
$217K ﹤0.01%
2,865
+77
556
$217K ﹤0.01%
4,427
557
$217K ﹤0.01%
+798
558
$216K ﹤0.01%
4,899
-105
559
$216K ﹤0.01%
2,293
560
$215K ﹤0.01%
4,315
-65
561
$215K ﹤0.01%
1,717
562
$214K ﹤0.01%
4,333
563
$214K ﹤0.01%
+100,000
564
$213K ﹤0.01%
1,643
565
$213K ﹤0.01%
+624
566
$212K ﹤0.01%
2,959
567
$212K ﹤0.01%
2,871
568
$211K ﹤0.01%
1,174
569
$211K ﹤0.01%
2,496
570
$211K ﹤0.01%
5,684
571
$211K ﹤0.01%
98,913
572
$210K ﹤0.01%
4,032
+43
573
$210K ﹤0.01%
4,258
+5
574
$210K ﹤0.01%
4,707
-102
575
$210K ﹤0.01%
2,033
21 22
23
24 25