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
676
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677
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-12,087
678
– –
-1,132
679
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-946
680
– –
-4,073
681
– –
-1,547
682
– –
-2,538
683
– –
-3,324
684
– –
-2,941
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