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
626
$156K ﹤0.01%
14,759
627
$155K ﹤0.01%
15,496
628
$152K ﹤0.01%
21,649
629
$151K ﹤0.01%
2,195
+994
630
$143K ﹤0.01%
+21,012
631
$143K ﹤0.01%
12,477
632
$130K ﹤0.01%
+10,238
633
$128K ﹤0.01%
+10,000
634
$121K ﹤0.01%
24,157
+1,000
635
$120K ﹤0.01%
12,652
-907
636
$118K ﹤0.01%
15,133
-2,485
637
$114K ﹤0.01%
10,393
638
$109K ﹤0.01%
12,248
+1
639
$106K ﹤0.01%
17,292
640
$99.4K ﹤0.01%
11,220
-600
641
$95.7K ﹤0.01%
10,355
642
$95.2K ﹤0.01%
15,843
643
$94.8K ﹤0.01%
12,232
644
$94K ﹤0.01%
11,216
-10
645
$87.6K ﹤0.01%
17,006
646
$81.2K ﹤0.01%
16,019
647
$65.4K ﹤0.01%
4,284
648
$57.9K ﹤0.01%
14,356
-57
649
$51K ﹤0.01%
22,587
+45
650
$50.4K ﹤0.01%
14,403
24 25
26
27 28