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
576
$220K ﹤0.01%
5,146
+150
577
$219K ﹤0.01%
+3,416
578
$218K ﹤0.01%
1,004
579
$218K ﹤0.01%
3,443
-3
580
$218K ﹤0.01%
98,913
-282
581
$217K ﹤0.01%
1,493
+7
582
$217K ﹤0.01%
9,430
+10
583
$217K ﹤0.01%
12,370
+15
584
$216K ﹤0.01%
3,800
585
$216K ﹤0.01%
2,033
586
$214K ﹤0.01%
2,280
+6
587
$214K ﹤0.01%
+1,847
588
$214K ﹤0.01%
+264
589
$213K ﹤0.01%
+2,062
590
$212K ﹤0.01%
1,881
+2
591
$210K ﹤0.01%
868
592
$210K ﹤0.01%
4,146
593
$209K ﹤0.01%
1,593
-11
594
$209K ﹤0.01%
+2,941
595
$209K ﹤0.01%
995
596
$209K ﹤0.01%
4,725
+85
597
$208K ﹤0.01%
+4,265
598
$208K ﹤0.01%
1,059
-27
599
$208K ﹤0.01%
+6,986
600
$207K ﹤0.01%
+596
22 23
24
25 26