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
976
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977
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-8,694
978
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979
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980
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-3,055
981
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-11,932
982
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-10,840
983
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-15,931
984
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-1,975
985
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-11,318
986
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0
987
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-762
988
– –
-3,785
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