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
576
$350K 0.01%
2,069
+2
577
$349K 0.01%
5,724
578
$348K 0.01%
+3,757
579
$348K 0.01%
+1,967
580
$347K 0.01%
9,018
+10
581
$346K 0.01%
+992
582
$346K 0.01%
3,359
+406
583
$346K 0.01%
+3,489
584
$345K 0.01%
1,332
-110
585
$345K 0.01%
2,844
+666
586
$344K 0.01%
+58,469
587
$344K 0.01%
115,488
588
$344K 0.01%
9,426
+26
589
$344K 0.01%
11,568
+653
590
$343K 0.01%
1,032
+172
591
$343K 0.01%
2,527
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592
$341K 0.01%
5,853
-2,446
593
$341K 0.01%
6,255
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594
$340K 0.01%
4,079
595
$340K 0.01%
8,938
-15,472
596
$339K 0.01%
5,009
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597
$339K 0.01%
1,137
-1
598
$339K 0.01%
2,353
-170
599
$338K 0.01%
6,602
+421
600
$338K 0.01%
775
+163
22 23
24
25 26