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
626
$328K 0.01%
3,568
627
$328K 0.01%
15,477
+1,010
628
$324K ﹤0.01%
8,766
+3,258
629
$324K ﹤0.01%
13,261
+3,890
630
$324K ﹤0.01%
10,947
+3,076
631
$324K ﹤0.01%
5,963
+832
632
$323K ﹤0.01%
972
+131
633
$322K ﹤0.01%
1,394
-27
634
$322K ﹤0.01%
4,327
-390
635
$322K ﹤0.01%
1,177
+2
636
$321K ﹤0.01%
10,584
+8
637
$320K ﹤0.01%
5,868
+3
638
$319K ﹤0.01%
595
+1
639
$318K ﹤0.01%
4,259
+824
640
$318K ﹤0.01%
30,629
-43
641
$317K ﹤0.01%
2,884
+168
642
$316K ﹤0.01%
3,885
+201
643
$315K ﹤0.01%
5,733
+116
644
$315K ﹤0.01%
674
+89
645
$315K ﹤0.01%
3,920
+637
646
$313K ﹤0.01%
543
-10
647
$312K ﹤0.01%
2,450
648
$311K ﹤0.01%
3,913
+19
649
$311K ﹤0.01%
3,555
+273
650
$311K ﹤0.01%
997
+137
24 25
26
27 28