Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 481 | ALAB | ASTERA LABS INC | Technology | 1,740 | $289K | 0.00% | SOLD |
| 482 | FLS | FLOWSERVE CORP | Industrials | 4,169 | $289K | 0.00% | SOLD |
| 483 | MT | ARCELORMITTAL SA LUXEMBOURG | Basic Materials | 6,344 | $289K | 0.00% | SOLD |
| 484 | FAF | FIRST AMERN FINL CORP | Financial Services | 4,683 | $288K | 0.00% | SOLD |
| 485 | — | AIR LEASE CORP | — | 4,469 | $287K | 0.00% | SOLD |
| 486 | CSL | CARLISLE COS INC | Industrials | 896 | $287K | 0.00% | SOLD |
| 487 | IESC | IES HLDGS INC | Industrials | 736 | $286K | 0.00% | SOLD |
| 488 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 4,385 | $285K | 0.00% | SOLD |
| 489 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 1,373 | $285K | 0.00% | SOLD |
| 490 | PEN | PENUMBRA INC | Healthcare | 915 | $284K | 0.00% | SOLD |
| 491 | EPAM | EPAM SYS INC | Technology | 1,383 | $283K | 0.00% | SOLD |
| 492 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 1,812 | $283K | 0.00% | SOLD |
| 493 | GGG | GRACO INC | Industrials | 3,439 | $282K | 0.00% | SOLD |
| 494 | LTH | LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 10,591 | $282K | 0.00% | SOLD |
| 495 | FLR | FLUOR CORP NEW | Industrials | 7,076 | $280K | 0.00% | SOLD |
| 496 | ORA | ORMAT TECHNOLOGIES INC | Utilities | 2,529 | $279K | 0.00% | SOLD |
| 497 | VMI | VALMONT INDS INC | Industrials | 694 | $279K | 0.00% | SOLD |
| 498 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 1,086 | $279K | 0.00% | SOLD |
| 499 | — | EXACT SCIENCES CORP | — | 2,731 | $277K | 0.00% | SOLD |
| 500 | BRO | BROWN & BROWN INC | Financial Services | 3,470 | $277K | 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%