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
51
$3.4M 0.08%
58,950
+42
52
$3.37M 0.08%
110,619
+97,849
53
$3.37M 0.08%
29,175
+1,477
54
$3.29M 0.07%
29,829
+11,610
55
$3.14M 0.07%
20,681
+1,154
56
$3.1M 0.07%
59,169
+1,497
57
$2.98M 0.07%
160,123
58
$2.95M 0.07%
28,346
-7,720
59
$2.91M 0.07%
9,743
+1,094
60
$2.86M 0.06%
25,150
-648
61
$2.82M 0.06%
11,868
-285
62
$2.78M 0.06%
17,297
-3
63
$2.75M 0.06%
95,712
+4,163
64
$2.69M 0.06%
30,138
+1,120
65
$2.6M 0.06%
56,204
+3,999
66
$2.58M 0.06%
89,798
+61,591
67
$2.54M 0.06%
25,215
+1,374
68
$2.54M 0.06%
42,107
+3,395
69
$2.51M 0.06%
15,923
+793
70
$2.47M 0.06%
13,310
+1,147
71
$2.46M 0.06%
160,351
-48,402
72
$2.37M 0.05%
57,141
+2,359
73
$2.35M 0.05%
8,317
+2,594
74
$2.35M 0.05%
147,513
+3,863
75
$2.34M 0.05%
27,000
+2,650
1 2
3
4 5