FFM

Forum Financial Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$48.9M
2
+$44.2M
3
+$33.9M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$28.5M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23.9M

Top Sells

1
+$3.63M
2
+$1.99M
3
+$1.57M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.21M
5
AAPL icon
Apple
AAPL
+$1.21M

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
626
$65.9K ﹤0.01%
+10,984
627
$61.7K ﹤0.01%
10,322
+300
628
$58.4K ﹤0.01%
14,356
629
$51.6K ﹤0.01%
11,220
630
$49.6K ﹤0.01%
1,097
631
$41.8K ﹤0.01%
14,403
632
$33.7K ﹤0.01%
1,411
-31
633
$31.5K ﹤0.01%
22,195
-392
634
$30.6K ﹤0.01%
17,799
+7,799
635
$22.1K ﹤0.01%
305
636
$17.9K ﹤0.01%
3,400
637
$16.1K ﹤0.01%
875
638
$13K ﹤0.01%
12,016
639
– –
-11,973
640
– –
-701
641
– –
-3,416
642
– –
0
643
– –
-1,389
644
– –
-2,732
645
– –
-5,146
646
– –
-1,530
647
– –
-39,117
648
– –
-3,575
649
– –
-7,341
650
– –
-6,986
24 25
26
27 28