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
151
$1.06M 0.02%
40,657
-1,058
152
$1.05M 0.02%
15,179
-652
153
$1.05M 0.02%
5,046
+182
154
$1.04M 0.02%
14,955
-45
155
$1.04M 0.02%
67,418
+336
156
$1.04M 0.02%
25,165
-112
157
$1.03M 0.02%
8,492
+373
158
$1.02M 0.02%
19,401
+347
159
$1.01M 0.02%
7,955
+33
160
$1M 0.02%
4,808
-50
161
$1M 0.02%
4,690
-126
162
$992K 0.02%
7,166
+1,174
163
$990K 0.02%
288,638
164
$977K 0.02%
12,392
+28
165
$975K 0.02%
27,874
-9,378
166
$969K 0.02%
12,564
+936
167
$967K 0.02%
17,129
168
$963K 0.02%
22,578
+21
169
$934K 0.02%
56,311
-3,931
170
$933K 0.02%
13,710
+34
171
$919K 0.02%
27,264
+4
172
$918K 0.02%
14,585
+1
173
$899K 0.02%
14,175
+2,115
174
$896K 0.02%
8,362
+41
175
$889K 0.02%
6,270
5 6
7
8 9