Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | STE | STERIS PLC | Healthcare | 1,919 | $487K | 0.01% | SOLD |
| 242 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 2,441 | $483K | 0.01% | SOLD |
| 243 | — | IQVIA HLDGS INC | — | 2,143 | $483K | 0.01% | SOLD |
| 244 | HL | HECLA MNG CO | Basic Materials | 25,162 | $483K | 0.01% | SOLD |
| 245 | — | TECHNIPFMC PLC | — | 10,818 | $482K | 0.01% | SOLD |
| 246 | MMM | 3M CO | Industrials | 3,006 | $481K | 0.01% | SOLD |
| 247 | TRMB | TRIMBLE INC | Technology | 6,142 | $481K | 0.01% | SOLD |
| 248 | GIS | GENERAL MLS INC | Consumer Defensive | 10,343 | $481K | 0.01% | SOLD |
| 249 | SNDK | SANDISK CORP | Technology | 2,025 | $481K | 0.01% | SOLD |
| 250 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 6,321 | $480K | 0.01% | SOLD |
| 251 | RS | RELIANCE INC | Basic Materials | 1,657 | $479K | 0.01% | SOLD |
| 252 | — | SOMNIGROUP INTERNATIONAL INC | — | 5,338 | $477K | 0.01% | SOLD |
| 253 | MFC | MANULIFE FINL CORP | Financial Services | 13,036 | $473K | 0.01% | SOLD |
| 254 | GL | GLOBE LIFE INC | Financial Services | 3,380 | $473K | 0.01% | SOLD |
| 255 | WCC | WESCO INTL INC | Industrials | 1,924 | $471K | 0.01% | SOLD |
| 256 | FIX | COMFORT SYS USA INC | Industrials | 504 | $470K | 0.01% | SOLD |
| 257 | GPN | GLOBAL PMTS INC | Industrials | 6,051 | $468K | 0.01% | SOLD |
| 258 | IDXX | IDEXX LABS INC | Healthcare | 692 | $468K | 0.01% | SOLD |
| 259 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 2,298 | $467K | 0.01% | SOLD |
| 260 | PINS | PINTEREST INC | Communication Services | 18,035 | $467K | 0.01% | SOLD |
Sector Allocation
Healthcare
26.8%
Technology
23.4%
Communication Services
14.9%
Financial Services
12.2%
Energy
6.7%
Consumer Cyclical
5.2%
Industrials
4.5%
Consumer Defensive
3.7%
Utilities
1.7%
Basic Materials
0.7%