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
$4.46B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$143M
3
+$138M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$132M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$103M

Top Sells

1
+$7.83M
2
+$5.38M
3
+$3.84M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.54M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.42M

Sector Composition

1 Healthcare 3.3%
2 Financials 3.27%
3 Technology 3.2%
4 Consumer Discretionary 1.09%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.04%
28,638
+3,157
102
$1.63M 0.04%
30,271
+588
103
$1.61M 0.04%
13,525
+3,264
104
$1.61M 0.04%
16,813
+500
105
$1.59M 0.04%
26,331
-860
106
$1.59M 0.04%
22,542
-277
107
$1.59M 0.04%
18,110
+57
108
$1.59M 0.04%
12,946
-54
109
$1.54M 0.03%
2,120
110
$1.52M 0.03%
1,092
+89
111
$1.51M 0.03%
36,991
+650
112
$1.51M 0.03%
39,669
+15,358
113
$1.48M 0.03%
16,776
+724
114
$1.46M 0.03%
22,868
+2,234
115
$1.44M 0.03%
47,249
+29,729
116
$1.44M 0.03%
4,451
+926
117
$1.42M 0.03%
8,828
118
$1.42M 0.03%
11,935
+1,035
119
$1.4M 0.03%
163,313
-49
120
$1.39M 0.03%
6,115
+1,199
121
$1.38M 0.03%
11,411
+137
122
$1.36M 0.03%
37,252
+12,323
123
$1.35M 0.03%
3,543
+28
124
$1.34M 0.03%
13,736
+836
125
$1.34M 0.03%
4,331
-20
3 4
5
6 7