Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | RELX | RELX PLC | Communication Services | 9,792 | $396K | 0.01% | SOLD |
| 342 | MIDD | MIDDLEBY CORP | Industrials | 2,652 | $394K | 0.01% | SOLD |
| 343 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 1,197 | $393K | 0.01% | SOLD |
| 344 | PNR | PENTAIR PLC | Industrials | 3,756 | $391K | 0.01% | SOLD |
| 345 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 1,376 | $390K | 0.01% | SOLD |
| 346 | RGLD | ROYAL GOLD INC | Basic Materials | 1,754 | $390K | 0.01% | SOLD |
| 347 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 1,414 | $389K | 0.01% | SOLD |
| 348 | — | CNH INDL N V | — | 42,084 | $388K | 0.01% | SOLD |
| 349 | NVT | NVENT ELECTRIC PLC | Industrials | 3,802 | $388K | 0.01% | SOLD |
| 350 | COLB | COLUMBIA BKG SYS INC | Financial Services | 13,785 | $385K | 0.01% | SOLD |
| 351 | EBAY | EBAY INC. | Consumer Cyclical | 4,389 | $382K | 0.01% | SOLD |
| 352 | ICLR | ICON PLC | Healthcare | 2,078 | $379K | 0.01% | SOLD |
| 353 | ZION | ZIONS BANCORPORATION N A | Financial Services | 6,446 | $377K | 0.01% | SOLD |
| 354 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 1,807 | $377K | 0.01% | SOLD |
| 355 | VTRS | VIATRIS INC | Healthcare | 30,268 | $377K | 0.01% | SOLD |
| 356 | ASTS | AST SPACEMOBILE INC | Technology | 5,139 | $373K | 0.01% | SOLD |
| 357 | FFIV | F5 INC | Technology | 1,460 | $373K | 0.01% | SOLD |
| 358 | NTAP | NETAPP INC | Technology | 3,475 | $372K | 0.01% | SOLD |
| 359 | MKSI | MKS INC. | Technology | 2,323 | $371K | 0.01% | SOLD |
| 360 | APG | API GROUP CORP | Industrials | 9,689 | $371K | 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%