FFM
Forum Financial Management Portfolio holdings
AUM
$7.31B
1-Year Est. Return
12.25%
1 Year Est. Return
+12.25%
AUM
$6.57B
AUM Growth
+$531M
(+8.8%)
Holding
989
Top Buys
| 1 | +$39.4M | |
| 2 | +$25.7M | |
| 3 | +$23.3M | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$15.6M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$8.25M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$9.33M | |
| 3 | +$8.24M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$7.83M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$7.79M |
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Healthcare | 2.81% |
| 3 | Financials | 2.63% |
| 4 | Communication Services | 1.72% |
| 5 | Consumer Discretionary | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
976
Dow Inc
DOW
$16.2B
| – | – |
-10,083
|
|
||
|
DNB
977
DELISTED
Dun & Bradstreet
DNB
| – | – |
-16,807
|
|
||
|
DFS
978
DELISTED
Discover Financial Services
DFS
| – | – |
-10,694
|
|
||
|
CWBC
979
Community West Bancshares
CWBC
$412M
| – | – |
-12,668
|
|
||
980
Charles River Laboratories
CRL
$8.25B
| – | – |
-1,850
|
|
||
981
Coty
COTY
$3.3B
| – | – |
-14,418
|
|
||
982
Clorox
CLX
$13.3B
| – | – |
-1,723
|
|
||
983
Cleveland-Cliffs
CLF
$5.99B
| – | – |
-13,825
|
|
||
984
BioMarin Pharmaceuticals
BMRN
$10.1B
| – | – |
-3,207
|
|
||
985
Baxter International
BAX
$9.22B
| – | – |
-6,095
|
|
||
986
ALX Oncology
ALXO
$67.5M
| – | – |
-22,051
|
|
||
987
Allison Transmission
ALSN
$6.72B
| – | – |
-2,205
|
|
||
988
ACI Worldwide
ACIW
$4.98B
| – | – |
-3,857
|
|
||
989
Nuvation Bio
NUVB
$1.69B
| – | – |
-10,840
|
|