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
901
$202K ﹤0.01%
833
+1
902
$202K ﹤0.01%
+5,548
903
$202K ﹤0.01%
3,826
+1
904
$202K ﹤0.01%
+4,941
905
$201K ﹤0.01%
8,864
-382
906
$201K ﹤0.01%
+4,645
907
$201K ﹤0.01%
+9,315
908
$200K ﹤0.01%
2,655
909
$200K ﹤0.01%
+6,344
910
$200K ﹤0.01%
+702
911
$194K ﹤0.01%
16,875
912
$193K ﹤0.01%
21,665
+2,523
913
$189K ﹤0.01%
20,086
+6,377
914
$188K ﹤0.01%
17,321
915
$187K ﹤0.01%
13,079
-860
916
$180K ﹤0.01%
23,189
917
$179K ﹤0.01%
15,979
-348
918
$179K ﹤0.01%
12,035
+132
919
$178K ﹤0.01%
34,039
+2,825
920
$170K ﹤0.01%
+15,993
921
$166K ﹤0.01%
18,715
+14
922
$164K ﹤0.01%
13,967
-16
923
$151K ﹤0.01%
+13,365
924
$150K ﹤0.01%
25,091
+50
925
$143K ﹤0.01%
32,602
+5,976
35 36
37
38 39