Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | ROKU | ROKU INC | Communication Services | 3,162 | $343K | 0.00% | SOLD |
| 402 | TTMI | TTM TECHNOLOGIES INC | Technology | 4,951 | $342K | 0.00% | SOLD |
| 403 | AM | ANTERO MIDSTREAM CORP | Energy | 19,181 | $341K | 0.00% | SOLD |
| 404 | CSGP | COSTAR GROUP INC | Real Estate | 5,051 | $340K | 0.00% | SOLD |
| 405 | CMC | COMMERCIAL METALS CO | Basic Materials | 4,900 | $339K | 0.00% | SOLD |
| 406 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 3,887 | $339K | 0.00% | SOLD |
| 407 | FISV | FISERV INC | Technology | 5,039 | $338K | 0.00% | SOLD |
| 408 | APA | APA CORPORATION | Energy | 13,746 | $336K | 0.00% | SOLD |
| 409 | SPXC | SPX TECHNOLOGIES INC | Industrials | 1,677 | $336K | 0.00% | SOLD |
| 410 | CDE | COEUR MNG INC | Basic Materials | 18,813 | $335K | 0.00% | SOLD |
| 411 | R | RYDER SYS INC | Industrials | 1,751 | $335K | 0.00% | SOLD |
| 412 | PRIM | PRIMORIS SVCS CORP | Industrials | 2,698 | $335K | 0.00% | SOLD |
| 413 | URBN | URBAN OUTFITTERS INC | Consumer Cyclical | 4,448 | $335K | 0.00% | SOLD |
| 414 | FAST | FASTENAL CO | Industrials | 8,339 | $335K | 0.00% | SOLD |
| 415 | VOYA | VOYA FINANCIAL INC | Financial Services | 4,471 | $333K | 0.00% | SOLD |
| 416 | VRSN | VERISIGN INC | Technology | 1,370 | $333K | 0.00% | SOLD |
| 417 | BPOP | POPULAR INC | Financial Services | 2,671 | $333K | 0.00% | SOLD |
| 418 | RL | RALPH LAUREN CORP | Consumer Cyclical | 939 | $332K | 0.00% | SOLD |
| 419 | RBC | RBC BEARINGS INC | Industrials | 739 | $331K | 0.00% | SOLD |
| 420 | RRX | REGAL REXNORD CORPORATION | Industrials | 2,359 | $331K | 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%