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
126
$1.33M 0.03%
5,518
+1,207
127
$1.32M 0.03%
22,810
-58
128
$1.32M 0.03%
53,533
129
$1.31M 0.03%
3,511
-32
130
$1.28M 0.03%
2,167
+47
131
$1.28M 0.03%
7,330
132
$1.27M 0.03%
16,256
-520
133
$1.27M 0.03%
3,359
+501
134
$1.25M 0.03%
11,572
+161
135
$1.23M 0.03%
13,265
-471
136
$1.22M 0.03%
6,188
+73
137
$1.21M 0.03%
2,786
-118
138
$1.21M 0.03%
8,614
-590
139
$1.2M 0.03%
7,329
+16
140
$1.18M 0.03%
4,110
-8
141
$1.17M 0.03%
15,580
+76
142
$1.13M 0.03%
19,388
+34
143
$1.12M 0.02%
7,012
-159
144
$1.11M 0.02%
2,196
+3
145
$1.1M 0.02%
9,852
+297
146
$1.09M 0.02%
36,440
-119
147
$1.07M 0.02%
5,594
+81
148
$1.07M 0.02%
7,179
+1,201
149
$1.07M 0.02%
27,067
150
$1.06M 0.02%
8,839
+1,285
4 5
6
7 8