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
676
$296K ﹤0.01%
+4,356
677
$295K ﹤0.01%
+404
678
$295K ﹤0.01%
1,794
+119
679
$295K ﹤0.01%
5,717
-438
680
$295K ﹤0.01%
+6,342
681
$294K ﹤0.01%
2,671
+157
682
$294K ﹤0.01%
657
+42
683
$293K ﹤0.01%
1,235
-35
684
$292K ﹤0.01%
2,939
+78
685
$292K ﹤0.01%
+3,645
686
$292K ﹤0.01%
+1,729
687
$292K ﹤0.01%
+3,067
688
$292K ﹤0.01%
6,591
+1,073
689
$291K ﹤0.01%
2,170
+130
690
$289K ﹤0.01%
1,697
-400
691
$289K ﹤0.01%
2,990
-562
692
$289K ﹤0.01%
1,777
+232
693
$289K ﹤0.01%
32,358
-3,948
694
$289K ﹤0.01%
+1,376
695
$289K ﹤0.01%
+2,014
696
$288K ﹤0.01%
4,055
+346
697
$288K ﹤0.01%
2,420
698
$287K ﹤0.01%
5,072
+1,118
699
$286K ﹤0.01%
813
700
$285K ﹤0.01%
2,713
26 27
28
29 30