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
$4.52B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$41M
3
+$32.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23M

Top Sells

1
+$3.52M
2
+$2.01M
3
+$1.46M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.16M

Sector Composition

1 Healthcare 3.54%
2 Financials 3.21%
3 Technology 2.99%
4 Energy 1.09%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.67M 0.04%
29,399
+1
102
$1.66M 0.04%
1,111
+19
103
$1.64M 0.04%
8,099
+136
104
$1.64M 0.04%
6,974
+120
105
$1.64M 0.04%
18,532
+422
106
$1.63M 0.04%
30,471
+200
107
$1.62M 0.04%
7,969
+2,414
108
$1.62M 0.04%
19,829
+2
109
$1.61M 0.04%
163,313
110
$1.58M 0.03%
95,880
+80
111
$1.55M 0.03%
15,743
+56
112
$1.54M 0.03%
22,542
113
$1.54M 0.03%
14,493
+968
114
$1.51M 0.03%
40,090
+3,099
115
$1.49M 0.03%
12,956
+10
116
$1.47M 0.03%
16,813
117
$1.46M 0.03%
9,670
118
$1.44M 0.03%
4,444
-7
119
$1.43M 0.03%
19,880
-234
120
$1.39M 0.03%
4,162
+1,966
121
$1.36M 0.03%
8,828
122
$1.35M 0.03%
4,390
+59
123
$1.34M 0.03%
39,961
-1,500
124
$1.34M 0.03%
3,377
+133
125
$1.33M 0.03%
12,004
+69
3 4
5
6 7