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
201
$755K 0.02%
+2,196
202
$746K 0.02%
13,155
-828
203
$744K 0.02%
12,060
+8
204
$742K 0.02%
2,810
+9
205
$738K 0.02%
19,218
206
$737K 0.02%
5,844
+692
207
$735K 0.02%
6,270
+86
208
$732K 0.02%
1,607
+58
209
$730K 0.02%
134,028
-15
210
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16,950
+10,000
211
$723K 0.02%
2,915
+296
212
$721K 0.02%
7,554
+44
213
$717K 0.02%
1,678
-266
214
$717K 0.02%
18,592
+3,015
215
$716K 0.02%
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-11
216
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5,398
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217
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218
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22,619
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219
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5,810
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220
$697K 0.02%
9,085
+3,019
221
$697K 0.02%
2,043
+6
222
$693K 0.02%
12,042
-22
223
$690K 0.02%
9,218
224
$686K 0.02%
+18,836
225
$686K 0.02%
4,221
-165
7 8
9
10 11