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
1
$1.39B 21.21%
38,896,661
+1,100,537
2
$801M 12.18%
7,882,291
+229,219
3
$505M 7.68%
9,353,565
+476,529
4
$498M 7.58%
16,789,759
+208,400
5
$497M 7.56%
15,977,601
-250,480
6
$390M 5.92%
14,517,559
+288,449
7
$322M 4.89%
5,902,297
+286,077
8
$255M 3.88%
7,169,400
+231,876
9
$194M 2.95%
5,899,078
-250,393
10
$177M 2.69%
5,996,961
-13,334
11
$97.9M 1.49%
350,619
-135
12
$81.7M 1.24%
1,219,630
-12,816
13
$69.5M 1.06%
509,799
-1,081
14
$64M 0.97%
312,054
-4,360
15
$51M 0.78%
1,206,382
-8,412
16
$40.4M 0.61%
81,202
+269
17
$34.6M 0.53%
1,158,857
-2,700
18
$34.2M 0.52%
1,163,780
-43,638
19
$28.3M 0.43%
38,354
-889
20
$26.8M 0.41%
151,951
+15,999
21
$26.5M 0.4%
149,150
+16,569
22
$25.1M 0.38%
114,567
+2,311
23
$25.1M 0.38%
158,979
-23,270
24
$23.8M 0.36%
82,012
+1,662
25
$16.8M 0.26%
393,136
-9,264
1
2 3 4 5