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
751
$260K ﹤0.01%
4,237
+318
752
$259K ﹤0.01%
+3,575
753
$259K ﹤0.01%
3,691
+284
754
$259K ﹤0.01%
1,474
+188
755
$259K ﹤0.01%
2,551
+67
756
$258K ﹤0.01%
+1,141
757
$258K ﹤0.01%
2,107
-414
758
$257K ﹤0.01%
+1,064
759
$257K ﹤0.01%
1,481
+38
760
$256K ﹤0.01%
+10,594
761
$256K ﹤0.01%
8,946
-1,945
762
$255K ﹤0.01%
2,250
+50
763
$255K ﹤0.01%
11,211
764
$255K ﹤0.01%
+2,898
765
$255K ﹤0.01%
2,400
+172
766
$255K ﹤0.01%
4,680
+209
767
$254K ﹤0.01%
2,192
+49
768
$254K ﹤0.01%
13,439
769
$254K ﹤0.01%
5,396
770
$253K ﹤0.01%
2,511
+294
771
$252K ﹤0.01%
3,695
+103
772
$252K ﹤0.01%
602
-57
773
$250K ﹤0.01%
29,526
+80
774
$250K ﹤0.01%
+926
775
$250K ﹤0.01%
2,816
-641
29 30
31
32 33