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
551
$366K 0.01%
5,225
+1,121
552
$366K 0.01%
31,872
553
$365K 0.01%
6,970
554
$365K 0.01%
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-513
555
$362K 0.01%
14,732
+3,567
556
$362K 0.01%
11,034
+10
557
$362K 0.01%
+2,713
558
$361K 0.01%
3,305
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559
$361K 0.01%
1,655
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560
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6,532
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561
$360K 0.01%
9,618
562
$359K 0.01%
1,145
563
$359K 0.01%
5,338
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564
$358K 0.01%
18,889
+14
565
$358K 0.01%
2,847
-693
566
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1,920
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567
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$354K 0.01%
4,633
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570
$354K 0.01%
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571
$353K 0.01%
3,399
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572
$352K 0.01%
1,450
+57
573
$351K 0.01%
1,177
+301
574
$350K 0.01%
8,326
+500
575
$350K 0.01%
4,913
-520
21 22
23
24 25