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
601
$207K ﹤0.01%
+3,324
602
$207K ﹤0.01%
+1,109
603
$206K ﹤0.01%
+1,377
604
$206K ﹤0.01%
2,149
605
$205K ﹤0.01%
+600
606
$205K ﹤0.01%
10,860
607
$205K ﹤0.01%
+4,073
608
$204K ﹤0.01%
+2,128
609
$204K ﹤0.01%
+6,088
610
$203K ﹤0.01%
2,117
611
$203K ﹤0.01%
3,575
+85
612
$203K ﹤0.01%
+1,132
613
$203K ﹤0.01%
2,732
614
$202K ﹤0.01%
1,048
615
$196K ﹤0.01%
12,087
616
$192K ﹤0.01%
12,174
617
$189K ﹤0.01%
16,288
618
$181K ﹤0.01%
11,068
619
$178K ﹤0.01%
10,689
620
$177K ﹤0.01%
19,173
-2,996
621
$175K ﹤0.01%
10,430
622
$172K ﹤0.01%
13,989
623
$169K ﹤0.01%
15,033
624
$167K ﹤0.01%
+17,947
625
$164K ﹤0.01%
20,000
23 24
25
26 27