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
201
$1.09M 0.02%
13,607
+151
202
$1.09M 0.02%
2,885
-318
203
$1.09M 0.02%
5,931
+841
204
$1.08M 0.02%
70,543
205
$1.07M 0.02%
6,462
-1,354
206
$1.07M 0.02%
7,175
+181
207
$1.07M 0.02%
49,057
+1,774
208
$1.05M 0.02%
12,312
-7
209
$1.05M 0.02%
4,737
+324
210
$1.03M 0.02%
4,537
+331
211
$1.01M 0.02%
5,545
+76
212
$1M 0.02%
14,501
+2,629
213
$999K 0.02%
9,301
-47
214
$995K 0.02%
8,343
+725
215
$990K 0.02%
13,483
216
$986K 0.02%
3,932
+61
217
$979K 0.01%
9,279
-469
218
$975K 0.01%
188,309
-6,165
219
$966K 0.01%
32,209
+1
220
$956K 0.01%
14,180
+2,160
221
$955K 0.01%
19,409
-148
222
$954K 0.01%
12,801
+432
223
$951K 0.01%
5,111
-678
224
$949K 0.01%
8,983
+5
225
$948K 0.01%
17,009
+26
7 8
9
10 11