Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | Z | ZILLOW GROUP INC | Communication Services | 5,226 | $357K | 0.01% | SOLD |
| 382 | NYT | NEW YORK TIMES CO | Communication Services | 5,134 | $356K | 0.01% | SOLD |
| 383 | TYL | TYLER TECHNOLOGIES INC | Technology | 785 | $356K | 0.01% | SOLD |
| 384 | FIVE | FIVE BELOW INC | Consumer Cyclical | 1,882 | $354K | 0.01% | SOLD |
| 385 | MSCI | MSCI INC | Financial Services | 617 | $354K | 0.01% | SOLD |
| 386 | EFX | EQUIFAX INC | Industrials | 1,630 | $354K | 0.01% | SOLD |
| 387 | MPWR | MONOLITHIC PWR SYS INC | Technology | 390 | $353K | 0.01% | SOLD |
| 388 | DOX | AMDOCS LTD | Technology | 4,380 | $353K | 0.01% | SOLD |
| 389 | OSK | OSHKOSH CORP | Industrials | 2,804 | $352K | 0.01% | SOLD |
| 390 | TOST | TOAST INC | Technology | 9,880 | $351K | 0.01% | SOLD |
| 391 | LNC | LINCOLN NATL CORP IND | Financial Services | 7,862 | $350K | 0.01% | SOLD |
| 392 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 2,467 | $350K | 0.01% | SOLD |
| 393 | PFGC | PERFORMANCE FOOD GROUP CO | Consumer Defensive | 3,881 | $349K | 0.01% | SOLD |
| 394 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 1,950 | $348K | 0.01% | SOLD |
| 395 | ACM | AECOM | Industrials | 3,647 | $348K | 0.01% | SOLD |
| 396 | MP | MP MATERIALS CORP | Basic Materials | 6,881 | $348K | 0.01% | SOLD |
| 397 | — | BUNGE GLOBAL SA | — | 3,902 | $348K | 0.01% | SOLD |
| 398 | PODD | INSULET CORP | Healthcare | 1,218 | $346K | 0.01% | SOLD |
| 399 | ACI | ALBERTSONS COS INC | Consumer Defensive | 20,070 | $345K | 0.00% | SOLD |
| 400 | CFR | CULLEN FROST BANKERS INC | Financial Services | 2,720 | $344K | 0.00% | 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%