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
151
$1.63M 0.02%
4,919
+367
152
$1.61M 0.02%
6,020
+645
153
$1.6M 0.02%
8,212
154
$1.54M 0.02%
5,166
+434
155
$1.54M 0.02%
36,402
-7
156
$1.52M 0.02%
1,445
-90
157
$1.46M 0.02%
2
158
$1.44M 0.02%
8,129
-541
159
$1.43M 0.02%
6,994
+28
160
$1.43M 0.02%
10,510
-385
161
$1.43M 0.02%
15,647
-650
162
$1.42M 0.02%
91,934
-22,390
163
$1.42M 0.02%
10,726
+880
164
$1.4M 0.02%
22,350
-2,872
165
$1.4M 0.02%
27,780
+5,630
166
$1.39M 0.02%
7,603
+241
167
$1.38M 0.02%
5,782
+718
168
$1.37M 0.02%
21,897
-4,700
169
$1.36M 0.02%
5,708
+71
170
$1.36M 0.02%
6,480
+610
171
$1.35M 0.02%
12,562
-886
172
$1.35M 0.02%
5,786
+418
173
$1.34M 0.02%
5,239
-200
174
$1.33M 0.02%
9,998
+409
175
$1.32M 0.02%
13,908
+3,312
5 6
7
8 9