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
926
$133K ﹤0.01%
12,058
927
$132K ﹤0.01%
12,701
928
$128K ﹤0.01%
17,657
-1,532
929
$113K ﹤0.01%
+17,998
930
$111K ﹤0.01%
12,727
-10,439
931
$106K ﹤0.01%
+10,476
932
$99.9K ﹤0.01%
11,508
+142
933
$95.5K ﹤0.01%
34,247
+18,170
934
$94.4K ﹤0.01%
+14,836
935
$84.6K ﹤0.01%
12,445
+1,139
936
$81.5K ﹤0.01%
15,764
+786
937
$80.8K ﹤0.01%
15,000
938
$80.4K ﹤0.01%
+14,201
939
$79.6K ﹤0.01%
13,047
+1,531
940
$78.9K ﹤0.01%
+18,352
941
$71.1K ﹤0.01%
11,834
+772
942
$68.7K ﹤0.01%
10,032
-2,661
943
$60.2K ﹤0.01%
24,268
-4,830
944
$59.6K ﹤0.01%
+10,220
945
$56.8K ﹤0.01%
+14,726
946
$56.2K ﹤0.01%
26,518
947
$49.2K ﹤0.01%
+10,300
948
$34.9K ﹤0.01%
10,500
949
$30.4K ﹤0.01%
11,721
-9,720
950
$26.5K ﹤0.01%
11,000
36 37
38
39 40