Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | — | FTAI AVIATION LTD | — | 1,606 | $316K | 0.00% | SOLD |
| 442 | BTSG | BRIGHTSPRING HEALTH SVCS INC | Healthcare | 8,420 | $315K | 0.00% | SOLD |
| 443 | EVR | EVERCORE INC | Financial Services | 926 | $315K | 0.00% | SOLD |
| 444 | IDCC | INTERDIGITAL INC | Technology | 988 | $315K | 0.00% | SOLD |
| 445 | — | CANADIAN PACIFIC KANSAS CITY | — | 4,268 | $314K | 0.00% | SOLD |
| 446 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,562 | $314K | 0.00% | SOLD |
| 447 | WSFS | WSFS FINL CORP | Financial Services | 5,674 | $313K | 0.00% | SOLD |
| 448 | UMBF | UMB FINL CORP | Financial Services | 2,722 | $313K | 0.00% | SOLD |
| 449 | GPI | GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 794 | $312K | 0.00% | SOLD |
| 450 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 2,283 | $312K | 0.00% | SOLD |
| 451 | NTRA | NATERA INC | Healthcare | 1,361 | $312K | 0.00% | SOLD |
| 452 | ONTO | ONTO INNOVATION INC | Technology | 1,975 | $312K | 0.00% | SOLD |
| 453 | COKE | COCA COLA CONS INC | Consumer Defensive | 2,018 | $309K | 0.00% | SOLD |
| 454 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 5,187 | $308K | 0.00% | SOLD |
| 455 | DT | DYNATRACE INC | Technology | 7,111 | $308K | 0.00% | SOLD |
| 456 | SN | SHARKNINJA INC | Consumer Cyclical | 2,754 | $308K | 0.00% | SOLD |
| 457 | ARGX | ARGENX SE | Healthcare | 365 | $307K | 0.00% | SOLD |
| 458 | ENS | ENERSYS | Industrials | 2,079 | $305K | 0.00% | SOLD |
| 459 | BCO | BRINKS CO | Industrials | 2,613 | $305K | 0.00% | SOLD |
| 460 | VLTO | VERALTO CORP | Industrials | 3,053 | $305K | 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%