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
126
$1.29M 0.03%
7,171
-50
127
$1.29M 0.03%
2,904
+181
128
$1.28M 0.03%
3,244
+27
129
$1.27M 0.03%
7,313
+22
130
$1.26M 0.03%
7,330
+27
131
$1.26M 0.03%
2,858
+7
132
$1.26M 0.03%
41,461
133
$1.24M 0.03%
5,029
+696
134
$1.23M 0.03%
3,340
+634
135
$1.23M 0.03%
9,204
+1,435
136
$1.23M 0.03%
11,553
+4,844
137
$1.19M 0.03%
15,504
+9,075
138
$1.16M 0.03%
5,513
+667
139
$1.16M 0.03%
25,277
+1,440
140
$1.16M 0.03%
4,118
-54
141
$1.15M 0.03%
15,831
+1,632
142
$1.14M 0.03%
2,193
+7
143
$1.14M 0.03%
12,364
144
$1.14M 0.03%
+41,715
145
$1.14M 0.03%
5,555
+1,382
146
$1.13M 0.03%
+36,559
147
$1.13M 0.03%
9,670
+135
148
$1.12M 0.03%
8,119
+536
149
$1.1M 0.02%
4,864
+600
150
$1.09M 0.02%
53,533
4 5
6
7 8