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
$4.52B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$41M
3
+$32.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23M

Top Sells

1
+$3.52M
2
+$2.01M
3
+$1.46M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.16M

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
51
$3.7M 0.08%
7,330
+6
52
$3.62M 0.08%
126,138
+78,889
53
$3.49M 0.08%
8,120
-337
54
$3.4M 0.08%
51,406
+1
55
$3.24M 0.07%
60,732
+1,563
56
$3.2M 0.07%
28,952
-877
57
$3.2M 0.07%
80,340
-8,057
58
$3.18M 0.07%
30,851
+1,676
59
$3.15M 0.07%
21,618
+937
60
$3.11M 0.07%
17,297
61
$2.92M 0.06%
28,346
62
$2.86M 0.06%
160,123
63
$2.78M 0.06%
12,076
+208
64
$2.68M 0.06%
10,162
+419
65
$2.67M 0.06%
61,104
+4,900
66
$2.63M 0.06%
95,897
+185
67
$2.62M 0.06%
25,493
+343
68
$2.54M 0.06%
57,388
+247
69
$2.54M 0.06%
299,016
70
$2.51M 0.06%
4,443
+148
71
$2.49M 0.06%
30,749
+611
72
$2.44M 0.05%
16,081
+158
73
$2.43M 0.05%
23,874
-1,341
74
$2.39M 0.05%
19,934
+2,655
75
$2.26M 0.05%
24,884
+370
1 2
3
4 5