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
851
$220K ﹤0.01%
+635
852
$220K ﹤0.01%
946
-47
853
$220K ﹤0.01%
+6,612
854
$220K ﹤0.01%
1,253
-131
855
$220K ﹤0.01%
2,556
+5
856
$220K ﹤0.01%
+3,430
857
$219K ﹤0.01%
1,429
+92
858
$219K ﹤0.01%
+4,036
859
$219K ﹤0.01%
+370
860
$219K ﹤0.01%
100,000
861
$219K ﹤0.01%
7,683
+339
862
$218K ﹤0.01%
20,484
-6,501
863
$218K ﹤0.01%
+736
864
$217K ﹤0.01%
+3,414
865
$217K ﹤0.01%
449
+36
866
$217K ﹤0.01%
492
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867
$216K ﹤0.01%
+3,580
868
$216K ﹤0.01%
7,306
-384
869
$215K ﹤0.01%
+1,192
870
$214K ﹤0.01%
+2,192
871
$213K ﹤0.01%
4,363
+8
872
$213K ﹤0.01%
1,911
+161
873
$213K ﹤0.01%
1,266
-50
874
$213K ﹤0.01%
+9,105
875
$212K ﹤0.01%
+2,466
33 34
35
36 37