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
651
$310K ﹤0.01%
6,452
+941
652
$310K ﹤0.01%
2,714
+101
653
$309K ﹤0.01%
28,591
654
$307K ﹤0.01%
+1,332
655
$307K ﹤0.01%
+8,590
656
$307K ﹤0.01%
1,188
-340
657
$306K ﹤0.01%
+1,716
658
$306K ﹤0.01%
4,352
-1
659
$305K ﹤0.01%
4,180
+971
660
$305K ﹤0.01%
3,596
-15
661
$305K ﹤0.01%
9,536
662
$304K ﹤0.01%
3,066
+111
663
$304K ﹤0.01%
13,918
+334
664
$303K ﹤0.01%
1,856
+234
665
$302K ﹤0.01%
9,851
+3,556
666
$299K ﹤0.01%
+2,971
667
$299K ﹤0.01%
8,784
+6
668
$299K ﹤0.01%
1,513
+87
669
$299K ﹤0.01%
1,630
+239
670
$298K ﹤0.01%
1,677
+167
671
$298K ﹤0.01%
4,789
672
$298K ﹤0.01%
881
+192
673
$297K ﹤0.01%
5,727
+589
674
$297K ﹤0.01%
+1,009
675
$297K ﹤0.01%
5,464
+437
25 26
27
28 29