Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | RBLX | ROBLOX CORP | Technology | 5,750 | $466K | 0.01% | SOLD |
| 262 | MKL | MARKEL GROUP INC | Financial Services | 216 | $464K | 0.01% | SOLD |
| 263 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 1,360 | $462K | 0.01% | SOLD |
| 264 | AIZ | ASSURANT INC | Financial Services | 1,916 | $461K | 0.01% | SOLD |
| 265 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 5,825 | $460K | 0.01% | SOLD |
| 266 | FN | FABRINET | Technology | 1,011 | $460K | 0.01% | SOLD |
| 267 | ECL | ECOLAB INC | Basic Materials | 1,753 | $460K | 0.01% | SOLD |
| 268 | ZTS | ZOETIS INC | Healthcare | 3,656 | $460K | 0.01% | SOLD |
| 269 | INCY | INCYTE CORP | Healthcare | 4,645 | $459K | 0.01% | SOLD |
| 270 | AR | ANTERO RESOURCES CORP | Energy | 13,309 | $459K | 0.01% | SOLD |
| 271 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 1,455 | $458K | 0.01% | SOLD |
| 272 | FOXA | FOX CORP | Communication Services | 6,253 | $457K | 0.01% | SOLD |
| 273 | MTZ | MASTEC INC | Industrials | 2,099 | $456K | 0.01% | SOLD |
| 274 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 3,199 | $456K | 0.01% | SOLD |
| 275 | — | FLUTTER ENTMT PLC | — | 2,115 | $455K | 0.01% | SOLD |
| 276 | ROST | ROSS STORES INC | Consumer Cyclical | 2,522 | $454K | 0.01% | SOLD |
| 277 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 3,040 | $453K | 0.01% | SOLD |
| 278 | ATI | ATI INC | Industrials | 3,918 | $450K | 0.01% | SOLD |
| 279 | MLI | MUELLER INDS INC | Industrials | 3,914 | $449K | 0.01% | SOLD |
| 280 | NRG | NRG ENERGY INC | Utilities | 2,801 | $446K | 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%