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
876
$212K ﹤0.01%
+1,311
877
$212K ﹤0.01%
520
878
$211K ﹤0.01%
+771
879
$211K ﹤0.01%
+5,552
880
$210K ﹤0.01%
+6,126
881
$210K ﹤0.01%
+2,694
882
$210K ﹤0.01%
+738
883
$209K ﹤0.01%
+5,808
884
$209K ﹤0.01%
+3,861
885
$209K ﹤0.01%
+5,805
886
$209K ﹤0.01%
+3,852
887
$207K ﹤0.01%
+4,681
888
$207K ﹤0.01%
+8,169
889
$207K ﹤0.01%
372
-29
890
$207K ﹤0.01%
+3,445
891
$205K ﹤0.01%
+1,141
892
$205K ﹤0.01%
+1,424
893
$205K ﹤0.01%
+1,605
894
$204K ﹤0.01%
+2,050
895
$203K ﹤0.01%
+2,347
896
$203K ﹤0.01%
1,006
-108
897
$203K ﹤0.01%
+1,165
898
$203K ﹤0.01%
13,928
+641
899
$203K ﹤0.01%
+2,747
900
$203K ﹤0.01%
+5,252
34 35
36
37 38