FFM

Forum Financial Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$36.7M
2
+$24.3M
3
+$23M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.3M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$7.74M

Top Sells

1
+$11.5M
2
+$8.9M
3
+$7.79M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$7.71M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.34M

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
– –
-2,867
953
– –
-6,034
954
– –
-13,297
955
– –
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956
– –
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957
– –
-602
958
– –
-11,972
959
– –
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960
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-12,668
961
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-5,169
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964
– –
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967
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– –
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– –
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972
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