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
651
$49.7K ﹤0.01%
1,097
+10
652
$48.8K ﹤0.01%
10,022
-500
653
$22.7K ﹤0.01%
305
654
$22.5K ﹤0.01%
14,421
+54
655
$22.4K ﹤0.01%
3,400
656
$20.8K ﹤0.01%
875
-63
657
$19.5K ﹤0.01%
10,000
658
$10.8K ﹤0.01%
12,016
659
– –
-7,598
660
– –
-11,271
661
– –
-7,365
662
– –
-2,158
663
– –
-3,592
664
– –
-3,768
665
– –
-1,122
666
– –
-996
667
– –
-11,340
668
– –
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669
– –
-3,228
670
– –
-2,739
671
– –
-4,792
672
– –
-21,195
673
– –
-12,094
674
– –
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675
– –
0
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