FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
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
+$39.4M
2
+$25.7M
3
+$23.3M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.6M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$8.25M

Top Sells

1
+$11.5M
2
+$9.33M
3
+$8.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.79M

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
101
$2.57M 0.04%
70,000
102
$2.53M 0.04%
7,944
+1,296
103
$2.5M 0.04%
9,160
-1,317
104
$2.46M 0.04%
16,828
-3,957
105
$2.42M 0.04%
17,046
-1,912
106
$2.41M 0.04%
34,261
-6,655
107
$2.4M 0.04%
12,375
-1,558
108
$2.4M 0.04%
21,738
+670
109
$2.4M 0.04%
21,756
-12
110
$2.29M 0.03%
7,336
-1,312
111
$2.28M 0.03%
6,719
-117
112
$2.25M 0.03%
28,371
-232
113
$2.21M 0.03%
8,031
+593
114
$2.18M 0.03%
17,248
+2,584
115
$2.17M 0.03%
7,490
+715
116
$2.17M 0.03%
119,645
+1,744
117
$2.14M 0.03%
252,252
-22,333
118
$2.12M 0.03%
4,527
+287
119
$2.11M 0.03%
254,344
-2,688
120
$2.11M 0.03%
59,022
+6,059
121
$2.1M 0.03%
9,106
+728
122
$2.09M 0.03%
23,323
+342
123
$2.08M 0.03%
4,497
124
$2.04M 0.03%
64,815
-5,157
125
$2.01M 0.03%
10,200
+2,340
3 4
5
6 7