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
701
$285K ﹤0.01%
2,218
702
$283K ﹤0.01%
1,159
-318
703
$282K ﹤0.01%
2,488
704
$282K ﹤0.01%
5,454
+488
705
$282K ﹤0.01%
3,617
-2
706
$282K ﹤0.01%
13,101
+1,137
707
$282K ﹤0.01%
+2,138
708
$281K ﹤0.01%
1,676
+2
709
$281K ﹤0.01%
4,448
+6
710
$279K ﹤0.01%
+1,139
711
$279K ﹤0.01%
3,247
+306
712
$279K ﹤0.01%
4,975
+46
713
$278K ﹤0.01%
30,140
714
$277K ﹤0.01%
2,756
-311
715
$277K ﹤0.01%
13,589
-7
716
$277K ﹤0.01%
1,538
-2
717
$277K ﹤0.01%
8,266
+5
718
$277K ﹤0.01%
958
-32
719
$276K ﹤0.01%
1,922
+455
720
$276K ﹤0.01%
6,690
721
$273K ﹤0.01%
17,327
+791
722
$273K ﹤0.01%
10,295
+684
723
$272K ﹤0.01%
5,506
-3,083
724
$272K ﹤0.01%
+1,177
725
$272K ﹤0.01%
1,384
+2
27 28
29
30 31