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
$4.52B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$41M
3
+$32.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23M

Top Sells

1
+$3.52M
2
+$2.01M
3
+$1.46M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.16M

Sector Composition

1 Healthcare 3.54%
2 Financials 3.21%
3 Technology 2.99%
4 Energy 1.09%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$739K 0.02%
9,625
+1,291
202
$737K 0.02%
5,204
+16
203
$735K 0.02%
10,671
-1,400
204
$735K 0.02%
9,218
205
$733K 0.02%
13,355
+200
206
$732K 0.02%
2,831
+21
207
$730K 0.02%
12,043
+1
208
$730K 0.02%
1,678
209
$719K 0.02%
4,401
+4
210
$714K 0.02%
11,850
-750
211
$710K 0.02%
1,613
+6
212
$706K 0.02%
10,878
+68
213
$702K 0.02%
56,483
-2,664
214
$687K 0.02%
20,946
-10
215
$673K 0.01%
7,576
+3
216
$673K 0.01%
179,031
217
$667K 0.01%
12,460
-1,589
218
$660K 0.01%
5,844
219
$653K 0.01%
4,204
-17
220
$653K 0.01%
4,033
221
$651K 0.01%
134,028
222
$649K 0.01%
3,674
+558
223
$648K 0.01%
6,976
+57
224
$641K 0.01%
12,441
+29
225
$641K 0.01%
4,099
+22
7 8
9
10 11