Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,516 | $331K | 0.00% | SOLD |
| 422 | AMKR | AMKOR TECHNOLOGY INC | Technology | 8,340 | $329K | 0.00% | SOLD |
| 423 | MOS | MOSAIC CO NEW | Basic Materials | 13,660 | $329K | 0.00% | SOLD |
| 424 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,234 | $327K | 0.00% | SOLD |
| 425 | CLH | CLEAN HARBORS INC | Industrials | 1,395 | $327K | 0.00% | SOLD |
| 426 | Q | QNITY ELECTRONICS INC | Technology | 4,004 | $327K | 0.00% | SOLD |
| 427 | DDOG | DATADOG INC | Technology | 2,402 | $327K | 0.00% | SOLD |
| 428 | LAD | LITHIA MTRS INC | Consumer Cyclical | 982 | $326K | 0.00% | SOLD |
| 429 | HLN | HALEON PLC | Healthcare | 32,176 | $325K | 0.00% | SOLD |
| 430 | INSM | INSMED INC | Healthcare | 1,854 | $323K | 0.00% | SOLD |
| 431 | DD | DUPONT DE NEMOURS INC | Basic Materials | 8,024 | $323K | 0.00% | SOLD |
| 432 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 2,003 | $322K | 0.00% | SOLD |
| 433 | FMS | FRESENIUS MEDICAL CARE AG | Healthcare | 13,510 | $322K | 0.00% | SOLD |
| 434 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 8,648 | $320K | 0.00% | SOLD |
| 435 | BLD | TOPBUILD CORP | Industrials | 765 | $319K | 0.00% | SOLD |
| 436 | JHG | JANUS HENDERSON GROUP PLC | Financial Services | 6,704 | $319K | 0.00% | SOLD |
| 437 | INGR | INGREDION INC | Consumer Defensive | 2,890 | $319K | 0.00% | SOLD |
| 438 | BOKF | BOK FINL CORP | Financial Services | 2,689 | $319K | 0.00% | SOLD |
| 439 | PR | PERMIAN RESOURCES CORP | Energy | 22,628 | $317K | 0.00% | SOLD |
| 440 | RRC | RANGE RES CORP | Energy | 8,988 | $317K | 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%