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
776
$249K ﹤0.01%
3,827
-454
777
$249K ﹤0.01%
2,411
-302
778
$247K ﹤0.01%
1,500
+80
779
$246K ﹤0.01%
2,169
+18
780
$246K ﹤0.01%
+1,568
781
$245K ﹤0.01%
+1,003
782
$245K ﹤0.01%
1,507
-74
783
$244K ﹤0.01%
1,551
-379
784
$244K ﹤0.01%
905
785
$243K ﹤0.01%
2,230
786
$243K ﹤0.01%
10,137
-2,061
787
$243K ﹤0.01%
2,488
+122
788
$242K ﹤0.01%
+1,683
789
$242K ﹤0.01%
1,345
-130
790
$242K ﹤0.01%
1,020
+273
791
$242K ﹤0.01%
4,327
+54
792
$242K ﹤0.01%
4,092
+628
793
$241K ﹤0.01%
2,679
+2
794
$241K ﹤0.01%
2,296
+5
795
$241K ﹤0.01%
4,672
+1,369
796
$238K ﹤0.01%
+1,255
797
$238K ﹤0.01%
3,922
+5
798
$238K ﹤0.01%
+12,075
799
$238K ﹤0.01%
1,893
+36
800
$237K ﹤0.01%
1,397
+104
30 31
32
33 34