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
176
$1.32M 0.02%
3,770
-4
177
$1.31M 0.02%
10,160
+192
178
$1.29M 0.02%
21,946
+1,139
179
$1.28M 0.02%
57,044
-6,569
180
$1.27M 0.02%
18,156
+598
181
$1.25M 0.02%
36,209
-661
182
$1.22M 0.02%
1,545
-20
183
$1.21M 0.02%
16,197
-781
184
$1.2M 0.02%
6,418
+123
185
$1.19M 0.02%
9,630
+1,153
186
$1.19M 0.02%
4,433
+5
187
$1.18M 0.02%
6,082
-5,479
188
$1.17M 0.02%
9,807
+1,776
189
$1.16M 0.02%
19,982
-5,278
190
$1.16M 0.02%
25,724
+643
191
$1.16M 0.02%
2,129
+123
192
$1.15M 0.02%
5,585
+1,115
193
$1.15M 0.02%
12,282
+1,326
194
$1.14M 0.02%
2,938
+82
195
$1.14M 0.02%
16,525
+490
196
$1.13M 0.02%
7,112
-3,541
197
$1.13M 0.02%
2,850
-304
198
$1.13M 0.02%
15,139
+921
199
$1.11M 0.02%
38,592
-15,424
200
$1.1M 0.02%
1,500
-40
6 7
8
9 10