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
176
$875K 0.02%
12,071
-2,688
177
$874K 0.02%
10,454
+5,299
178
$870K 0.02%
1,259
+55
179
$867K 0.02%
32,885
+6,000
180
$867K 0.02%
3,042
181
$866K 0.02%
5,992
-537
182
$863K 0.02%
13,676
+1,615
183
$859K 0.02%
4,790
+446
184
$842K 0.02%
79,928
185
$824K 0.02%
14,584
+1,838
186
$820K 0.02%
24,045
+6,253
187
$806K 0.02%
6,650
+614
188
$801K 0.02%
16,578
+123
189
$797K 0.02%
22,578
+18
190
$788K 0.02%
14,049
+2,706
191
$787K 0.02%
10,992
-17
192
$781K 0.02%
12,600
+750
193
$781K 0.02%
5,625
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194
$780K 0.02%
4,245
+48
195
$776K 0.02%
5,188
-34
196
$774K 0.02%
8,321
+2,200
197
$770K 0.02%
5,421
+3,408
198
$766K 0.02%
10,552
199
$764K 0.02%
4,397
+86
200
$761K 0.02%
3,090
+33
6 7
8
9 10