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
51
$5.38M 0.08%
17,679
+5
52
$5.23M 0.08%
110,624
+6,117
53
$5.15M 0.08%
103,059
+193
54
$5.11M 0.08%
160,123
55
$5.11M 0.08%
33,429
+1,372
56
$4.92M 0.07%
167,291
+85,807
57
$4.88M 0.07%
79,459
-2,574
58
$4.75M 0.07%
164,004
+7,835
59
$4.73M 0.07%
33,007
+145
60
$4.46M 0.07%
33,280
+20
61
$4.45M 0.07%
44,116
+19,149
62
$4.42M 0.07%
322,044
-35,517
63
$4.37M 0.07%
31,040
-3,215
64
$4.32M 0.07%
53,886
-2,202
65
$4.26M 0.06%
34,355
+1,610
66
$4.08M 0.06%
229,887
+22
67
$4.08M 0.06%
11,487
+2,096
68
$4.08M 0.06%
20,257
+2,504
69
$4.01M 0.06%
25,171
+668
70
$3.95M 0.06%
14,453
+238
71
$3.84M 0.06%
16,465
-39,997
72
$3.82M 0.06%
66,979
+1,086
73
$3.71M 0.06%
49,030
+351
74
$3.62M 0.06%
2,016
+353
75
$3.6M 0.05%
16,912
+11,263
1 2
3
4 5