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
576
$210K ﹤0.01%
+4,359
577
$209K ﹤0.01%
+4,618
578
$209K ﹤0.01%
2,425
-17
579
$207K ﹤0.01%
4,229
-230
580
$207K ﹤0.01%
+6,360
581
$207K ﹤0.01%
3,615
582
$206K ﹤0.01%
+1,344
583
$206K ﹤0.01%
+5,779
584
$205K ﹤0.01%
6,088
585
$205K ﹤0.01%
2,918
586
$205K ﹤0.01%
+3,103
587
$204K ﹤0.01%
3,283
588
$204K ﹤0.01%
2,882
589
$204K ﹤0.01%
4,603
+618
590
$203K ﹤0.01%
12,174
591
$203K ﹤0.01%
18,873
-300
592
$203K ﹤0.01%
+8,349
593
$202K ﹤0.01%
5,092
594
$202K ﹤0.01%
3,033
595
$202K ﹤0.01%
+1,669
596
$202K ﹤0.01%
+5,240
597
$201K ﹤0.01%
15,610
+1,000
598
$199K ﹤0.01%
10,860
599
$195K ﹤0.01%
16,287
-1
600
$180K ﹤0.01%
14,759
22 23
24
25 26