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
951
$25.2K ﹤0.01%
16,944
-3,100
952
– –
-16,807
953
– –
-3,857
954
– –
-2,205
955
– –
-22,051
956
– –
-6,095
957
– –
-3,207
958
– –
-13,825
959
– –
-1,723
960
– –
-14,418
961
– –
-1,850
962
– –
-12,668
963
– –
-10,694
964
– –
-10,083
965
– –
-1,356
966
– –
-4,417
967
– –
-7,612
968
– –
-13,624
969
– –
-8,694
970
– –
-4,835
971
– –
-3,055
972
– –
-11,932
973
– –
-10,840
974
– –
-15,931
975
– –
-1,975
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