Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | FHN | FIRST HORIZON CORPORATION | Financial Services | 15,493 | $370K | 0.01% | SOLD |
| 362 | GTLS | CHART INDS INC | Industrials | 1,795 | $370K | 0.01% | SOLD |
| 363 | EXEL | EXELIXIS INC | Healthcare | 8,445 | $370K | 0.01% | SOLD |
| 364 | CCK | CROWN HLDGS INC | Consumer Cyclical | 3,591 | $370K | 0.01% | SOLD |
| 365 | DY | DYCOM INDS INC | Industrials | 1,093 | $369K | 0.01% | SOLD |
| 366 | OVV | OVINTIV INC | Energy | 9,405 | $369K | 0.01% | SOLD |
| 367 | CPRT | COPART INC | Industrials | 9,405 | $368K | 0.01% | SOLD |
| 368 | GWW | WW GRAINGER INC | Industrials | 364 | $367K | 0.01% | SOLD |
| 369 | BALL | BALL CORP | Consumer Cyclical | 6,931 | $367K | 0.01% | SOLD |
| 370 | DDS | DILLARDS INC | Consumer Cyclical | 603 | $366K | 0.01% | SOLD |
| 371 | WAT | WATERS CORP | Healthcare | 962 | $365K | 0.01% | SOLD |
| 372 | SANM | SANMINA CORPORATION | Technology | 2,431 | $365K | 0.01% | SOLD |
| 373 | PAYX | PAYCHEX INC | Industrials | 3,248 | $364K | 0.01% | SOLD |
| 374 | LPLA | LPL FINL HLDGS INC | Financial Services | 1,020 | $364K | 0.01% | SOLD |
| 375 | NFBK | NORTHFIELD BANCORP INC DEL | Financial Services | 31,872 | $364K | 0.01% | SOLD |
| 376 | AXS | AXIS CAP HLDGS LTD | Financial Services | 3,400 | $364K | 0.01% | SOLD |
| 377 | BEN | FRANKLIN RESOURCES INC | Financial Services | 15,101 | $361K | 0.01% | SOLD |
| 378 | SJM | SMUCKER J M CO | Consumer Defensive | 3,678 | $360K | 0.01% | SOLD |
| 379 | OMF | ONEMAIN HLDGS INC | Financial Services | 5,299 | $358K | 0.01% | SOLD |
| 380 | RMBS | RAMBUS INC DEL | Technology | 3,891 | $358K | 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%