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
76
$3.52M 0.05%
20,447
-2,030
77
$3.48M 0.05%
83,158
-2,640
78
$3.38M 0.05%
15,463
+2,294
79
$3.31M 0.05%
7,549
+314
80
$3.27M 0.05%
26,569
-3,749
81
$3.24M 0.05%
31,002
-74,902
82
$3.22M 0.05%
66,939
-7,675
83
$3.19M 0.05%
46,044
+4,007
84
$3.17M 0.05%
209,587
-12,533
85
$2.99M 0.05%
4,227
-269
86
$2.98M 0.05%
68,864
+317
87
$2.98M 0.05%
24,607
+88
88
$2.96M 0.05%
41,796
-2,982
89
$2.93M 0.04%
10,022
+447
90
$2.93M 0.04%
11,377
-263
91
$2.89M 0.04%
9,810
+1,579
92
$2.87M 0.04%
7,401
+224
93
$2.87M 0.04%
110,317
+1,942
94
$2.76M 0.04%
94,166
95
$2.76M 0.04%
57,029
-9,298
96
$2.74M 0.04%
4,970
+165
97
$2.72M 0.04%
4,845
+398
98
$2.69M 0.04%
44,246
+929
99
$2.68M 0.04%
31,542
+1,285
100
$2.67M 0.04%
14,672
+437
2 3
4
5 6