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
826
$229K ﹤0.01%
984
+1
827
$228K ﹤0.01%
507
+29
828
$228K ﹤0.01%
2,307
-565
829
$227K ﹤0.01%
6,574
+363
830
$227K ﹤0.01%
+2,488
831
$227K ﹤0.01%
+694
832
$226K ﹤0.01%
+3,691
833
$226K ﹤0.01%
11,052
-1,990
834
$226K ﹤0.01%
7,055
+458
835
$225K ﹤0.01%
+1,553
836
$225K ﹤0.01%
2,143
-165
837
$225K ﹤0.01%
1,299
838
$224K ﹤0.01%
+2,249
839
$224K ﹤0.01%
2,571
840
$224K ﹤0.01%
42,663
841
$224K ﹤0.01%
+5,852
842
$223K ﹤0.01%
+1,541
843
$223K ﹤0.01%
2,143
-5,912
844
$222K ﹤0.01%
+686
845
$222K ﹤0.01%
5,043
+305
846
$222K ﹤0.01%
3,019
+137
847
$221K ﹤0.01%
+987
848
$221K ﹤0.01%
16,238
-4,040
849
$221K ﹤0.01%
+2,317
850
$221K ﹤0.01%
+2,024
32 33
34
35 36