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
126
$1.97M 0.03%
353,511
-10,583
127
$1.94M 0.03%
80,084
-24,412
128
$1.93M 0.03%
65,653
+3,074
129
$1.91M 0.03%
17,245
+6
130
$1.91M 0.03%
20,953
+454
131
$1.91M 0.03%
56,356
-11,749
132
$1.87M 0.03%
27,360
+1
133
$1.82M 0.03%
2,267
-519
134
$1.8M 0.03%
40,874
+5,520
135
$1.8M 0.03%
19,651
+1,204
136
$1.77M 0.03%
20,359
+1,737
137
$1.77M 0.03%
22,398
-4,413
138
$1.77M 0.03%
41,938
-479
139
$1.76M 0.03%
19,342
+1,582
140
$1.74M 0.03%
8,387
-53
141
$1.69M 0.03%
17,997
+134
142
$1.68M 0.03%
3,176
-100
143
$1.67M 0.03%
4,304
+263
144
$1.66M 0.03%
5,832
-459
145
$1.66M 0.03%
24,027
+286
146
$1.66M 0.03%
5,868
+394
147
$1.65M 0.03%
5,358
+251
148
$1.65M 0.03%
1,740
149
$1.64M 0.02%
4,590
+538
150
$1.63M 0.02%
3,098
+120
4 5
6
7 8