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
601
$338K 0.01%
7,888
+34
602
$338K 0.01%
3,918
+9
603
$338K 0.01%
2,459
-81
604
$337K 0.01%
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605
$337K 0.01%
11,234
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606
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2,851
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607
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4,238
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608
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609
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610
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5,981
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611
$335K 0.01%
897
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612
$334K 0.01%
3,220
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613
$334K 0.01%
11,345
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614
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615
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622
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814
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624
$329K 0.01%
2,819
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625
$328K 0.01%
8,075
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23 24
25
26 27