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
726
$271K ﹤0.01%
2,149
+2
727
$271K ﹤0.01%
16,183
-1,935
728
$271K ﹤0.01%
4,749
+209
729
$269K ﹤0.01%
5,951
+506
730
$269K ﹤0.01%
+656
731
$269K ﹤0.01%
+4,006
732
$269K ﹤0.01%
2,191
+208
733
$267K ﹤0.01%
867
-153
734
$267K ﹤0.01%
+1,041
735
$265K ﹤0.01%
4,665
+211
736
$264K ﹤0.01%
+1,459
737
$264K ﹤0.01%
4,303
+17
738
$264K ﹤0.01%
+23,428
739
$264K ﹤0.01%
2,891
-211
740
$264K ﹤0.01%
+4,578
741
$263K ﹤0.01%
1,201
742
$263K ﹤0.01%
2,081
-180
743
$262K ﹤0.01%
1,650
+149
744
$262K ﹤0.01%
2,041
-811
745
$262K ﹤0.01%
2,430
+127
746
$262K ﹤0.01%
2,542
+545
747
$261K ﹤0.01%
+4,468
748
$261K ﹤0.01%
3,567
-1,461
749
$261K ﹤0.01%
1,966
750
$260K ﹤0.01%
454
+93
28 29
30
31 32