FFM
Forum Financial Management Portfolio holdings
AUM
$7.31B
1-Year Est. Return
12.25%
1 Year Est. Return
+12.25%
AUM
$6.57B
AUM Growth
+$531M
(+8.8%)
Holding
989
Top Buys
| 1 | +$39.4M | |
| 2 | +$25.7M | |
| 3 | +$23.3M | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$15.6M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$8.25M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$9.33M | |
| 3 | +$8.24M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$7.83M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$7.79M |
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Healthcare | 2.81% |
| 3 | Financials | 2.63% |
| 4 | Communication Services | 1.72% |
| 5 | Consumer Discretionary | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Applovin
APP
$209B
| $1.32M | 0.02% |
3,770
-4
|
|
||
177
Kimberly-Clark
KMB
$33.2B
| $1.31M | 0.02% |
10,160
+192
|
|
||
178
Altria Group
MO
$96B
| $1.29M | 0.02% |
21,946
+1,139
|
|
||
179
Intel
INTC
$183B
| $1.28M | 0.02% |
57,044
-6,569
|
|
||
180
AstraZeneca
AZN
$252B
| $1.27M | 0.02% |
18,156
+598
|
|
||
181
Dimensional International Core Equity Market ETF
DFAI
$11.7B
| $1.25M | 0.02% |
36,209
-661
|
|
||
182
Intuit
INTU
$183B
| $1.22M | 0.02% |
1,545
-20
|
|
||
183
Skyworks Solutions
SWKS
$10.9B
| $1.21M | 0.02% |
16,197
-781
|
|
||
184
PNC Financial Services
PNC
$72.2B
| $1.2M | 0.02% |
6,418
+123
|
|
||
185
TJX Companies
TJX
$160B
| $1.19M | 0.02% |
9,630
+1,153
|
|
||
186
Travelers Companies
TRV
$61.7B
| $1.19M | 0.02% |
4,433
+5
|
|
||
187
Vistra
VST
$64.2B
| $1.18M | 0.02% |
6,082
-5,479
|
|
||
188
EOG Resources
EOG
$57.4B
| $1.17M | 0.02% |
9,807
+1,776
|
|
||
189
Newmont
NEM
$89.1B
| $1.16M | 0.02% |
19,982
-5,278
|
|
||
190
US Bancorp
USB
$72.7B
| $1.16M | 0.02% |
25,724
+643
|
|
||
191
Intuitive Surgical
ISRG
$194B
| $1.16M | 0.02% |
2,129
+123
|
|
||
192
ServiceNow
NOW
$183B
| $1.15M | 0.02% |
1,117
+223
|
|
||
193
Uber
UBER
$193B
| $1.15M | 0.02% |
12,282
+1,326
|
|
||
194
Elevance Health
ELV
$70.7B
| $1.14M | 0.02% |
2,938
+82
|
|
||
195
CVS Health
CVS
$99.7B
| $1.14M | 0.02% |
16,525
+490
|
|
||
196
Qualcomm
QCOM
$194B
| $1.13M | 0.02% |
7,112
-3,541
|
|
||
197
Stryker
SYK
$137B
| $1.13M | 0.02% |
2,850
-304
|
|
||
198
PayPal
PYPL
$63.7B
| $1.13M | 0.02% |
15,139
+921
|
|
||
199
Honda
HMC
$40.1B
| $1.11M | 0.02% |
38,592
-15,424
|
|
||
200
McKesson
MCK
$105B
| $1.1M | 0.02% |
1,500
-40
|
|