Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | AYI | ACUITY INC | Industrials | 1,139 | $410K | 0.01% | SOLD |
| 322 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 2,417 | $410K | 0.01% | SOLD |
| 323 | AN | AUTONATION INC | Consumer Cyclical | 1,982 | $409K | 0.01% | SOLD |
| 324 | DXCM | DEXCOM INC | Healthcare | 6,151 | $408K | 0.01% | SOLD |
| 325 | MTG | MGIC INVT CORP WIS | Financial Services | 13,962 | $408K | 0.01% | SOLD |
| 326 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 1,451 | $408K | 0.01% | SOLD |
| 327 | GEN | GEN DIGITAL INC | Technology | 14,998 | $408K | 0.01% | SOLD |
| 328 | ROK | ROCKWELL AUTOMATION INC | Industrials | 1,047 | $407K | 0.01% | SOLD |
| 329 | WWD | WOODWARD INC | Industrials | 1,342 | $406K | 0.01% | SOLD |
| 330 | AFRM | AFFIRM HLDGS INC | Technology | 5,438 | $405K | 0.01% | SOLD |
| 331 | RGA | REINSURANCE GRP OF AMERICA I | Financial Services | 1,988 | $404K | 0.01% | SOLD |
| 332 | LEN | LENNAR CORP | Consumer Cyclical | 3,929 | $404K | 0.01% | SOLD |
| 333 | CF | CF INDS HLDGS INC | Basic Materials | 5,217 | $403K | 0.01% | SOLD |
| 334 | — | SOUTHSTATE BK CORP | — | 4,279 | $403K | 0.01% | SOLD |
| 335 | HSIC | HENRY SCHEIN INC | Healthcare | 5,292 | $400K | 0.01% | SOLD |
| 336 | AMG | AFFILIATED MANAGERS GROUP IN | Financial Services | 1,385 | $399K | 0.01% | SOLD |
| 337 | — | HOLOGIC INC | — | 5,337 | $398K | 0.01% | SOLD |
| 338 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 2,509 | $397K | 0.01% | SOLD |
| 339 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 4,982 | $397K | 0.01% | SOLD |
| 340 | MTSI | MACOM TECH SOLUTIONS HLDGS I | Technology | 2,314 | $396K | 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%