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
601
$178K ﹤0.01%
21,674
+25
602
$166K ﹤0.01%
15,033
603
$153K ﹤0.01%
13,989
604
$151K ﹤0.01%
10,430
605
$151K ﹤0.01%
11,068
606
$149K ﹤0.01%
23,127
+7,284
607
$149K ﹤0.01%
20,000
608
$148K ﹤0.01%
10,593
+200
609
$142K ﹤0.01%
24,157
610
$137K ﹤0.01%
+10,500
611
$135K ﹤0.01%
12,477
612
$132K ﹤0.01%
11,262
+1,262
613
$130K ﹤0.01%
12,248
614
$128K ﹤0.01%
14,017
-1,479
615
$119K ﹤0.01%
12,533
-119
616
$115K ﹤0.01%
15,133
617
$106K ﹤0.01%
18,497
-2,515
618
$105K ﹤0.01%
12,232
619
$101K ﹤0.01%
17,292
620
$97.9K ﹤0.01%
11,753
+537
621
$80.6K ﹤0.01%
+12,013
622
$80K ﹤0.01%
11,284
+929
623
$78.6K ﹤0.01%
+10,344
624
$76.9K ﹤0.01%
16,019
625
$66.5K ﹤0.01%
17,006
23 24
25
26 27