FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.52B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$41M
3
+$32.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23M

Top Sells

1
+$3.52M
2
+$2.01M
3
+$1.46M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.16M

Sector Composition

1 Healthcare 3.54%
2 Financials 3.21%
3 Technology 2.99%
4 Energy 1.09%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.05%
69,850
77
$2.25M 0.05%
27,120
+120
78
$2.25M 0.05%
40,111
-1,996
79
$2.18M 0.05%
8,008
-309
80
$2.16M 0.05%
40,206
-1,639
81
$2.15M 0.05%
142,946
-4,567
82
$2.15M 0.05%
12,661
-649
83
$2.12M 0.05%
45,677
-3,067
84
$2.09M 0.05%
51,108
+9,168
85
$2.03M 0.04%
61,064
-282
86
$2.01M 0.04%
56,459
-920
87
$2M 0.04%
3,928
-184
88
$1.96M 0.04%
15,192
89
$1.91M 0.04%
9,781
+634
90
$1.89M 0.04%
4,628
-16
91
$1.89M 0.04%
39,659
-10
92
$1.88M 0.04%
70,023
+23
93
$1.88M 0.04%
4,788
+355
94
$1.8M 0.04%
5,023
+1,683
95
$1.8M 0.04%
6,588
+1,559
96
$1.75M 0.04%
124,948
+114,710
97
$1.73M 0.04%
53,527
+879
98
$1.73M 0.04%
7,852
+108
99
$1.71M 0.04%
30,689
+2,051
100
$1.7M 0.04%
26,338
+7
2 3
4
5 6