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
801
$237K ﹤0.01%
11,384
-2,347
802
$237K ﹤0.01%
6,092
+224
803
$236K ﹤0.01%
+3,465
804
$236K ﹤0.01%
1,740
805
$236K ﹤0.01%
+1,650
806
$236K ﹤0.01%
1,506
+94
807
$235K ﹤0.01%
2,891
+18
808
$235K ﹤0.01%
+9,300
809
$235K ﹤0.01%
4,035
810
$235K ﹤0.01%
5,412
+299
811
$235K ﹤0.01%
+1,691
812
$234K ﹤0.01%
+1,093
813
$233K ﹤0.01%
+3,233
814
$232K ﹤0.01%
5,654
-683
815
$231K ﹤0.01%
+1,814
816
$231K ﹤0.01%
+5,520
817
$231K ﹤0.01%
3,902
-864
818
$231K ﹤0.01%
+10,029
819
$231K ﹤0.01%
735
+46
820
$230K ﹤0.01%
10,932
+103
821
$230K ﹤0.01%
1,493
-82
822
$230K ﹤0.01%
1,699
+3
823
$229K ﹤0.01%
+596
824
$229K ﹤0.01%
6,804
+13
825
$229K ﹤0.01%
+4,923
31 32
33
34 35