FFM
Forum Financial Management Portfolio holdings
AUM
$7.69B
1-Year Est. Return
18.03%
This Fund
S&P 500
1 Year Est. Return
+18.03%
AUM
$7.69B
AUM Growth
+$380M
(+5.2%)
Holding
1,064
Top Buys
| 1 | +$50.5M | |
| 2 | +$40.2M | |
| 3 | +$32M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$26.5M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$17.9M |
Top Sells
| 1 | +$5.15M | |
| 2 | +$3.21M | |
| 3 | +$3.16M | |
| 4 |
Micron Technology
MU
|
+$2.74M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.68M |
Sector Composition
| 1 | Technology | 4.14% |
| 2 | Healthcare | 2.94% |
| 3 | Financials | 2.65% |
| 4 | Communication Services | 1.92% |
| 5 | Consumer Discretionary | 1.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Parsons
PSN
$5.96B
| – | – |
-2,760
|
|
||
1052
ServisFirst Bancshares
SFBS
$4.26B
| – | – |
-2,565
|
|
||
1053
Atlassian
TEAM
$18.7B
| – | – |
-1,302
|
|
||
1054
Tractor Supply
TSCO
$23.6B
| – | – |
-4,325
|
|
||
1055
Watsco Inc
WSO
$17.6B
| – | – |
-885
|
|
||
1056
Zebra Technologies
ZBRA
$11.4B
| – | – |
-1,045
|
|
||
1057
Corpay
CPAY
$22.3B
| – | – |
-1,709
|
|
||
1058
Loar Holdings
LOAR
$6.36B
| – | – |
-2,913
|
|
||
|
CRWV
1059
CoreWeave Inc
CRWV
$60.3B
| – | – |
-2,021
|
|
||
1060
Doximity
DOCS
$4.41B
| – | – |
-3,416
|
|
||
1061
Leonardo DRS
DRS
$11.9B
| – | – |
-4,924
|
|
||
1062
Verisk Analytics
VRSK
$23.6B
| – | – |
-997
|
|
||
1063
Stride
LRN
$4.24B
| – | – |
-1,586
|
|
||
1064
Lamb Weston
LW
$6.17B
| – | – |
-3,863
|
|