Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 521 | MAT | MATTEL INC | Consumer Cyclical | 13,414 | $266K | 0.00% | SOLD |
| 522 | — | U HAUL HOLDING COMPANY | — | 5,686 | $266K | 0.00% | SOLD |
| 523 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 5,689 | $266K | 0.00% | SOLD |
| 524 | AVY | AVERY DENNISON CORP | Industrials | 1,457 | $265K | 0.00% | SOLD |
| 525 | TSEM | TOWER SEMICONDUCTOR LTD | Technology | 2,254 | $265K | 0.00% | SOLD |
| 526 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 2,492 | $265K | 0.00% | SOLD |
| 527 | NDSN | NORDSON CORP | Industrials | 1,096 | $264K | 0.00% | SOLD |
| 528 | ESLT | ELBIT SYS LTD | Industrials | 454 | $262K | 0.00% | SOLD |
| 529 | FROG | JFROG LTD | Technology | 4,180 | $261K | 0.00% | SOLD |
| 530 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 8,037 | $261K | 0.00% | SOLD |
| 531 | ANF | ABERCROMBIE & FITCH CO | Consumer Cyclical | 2,073 | $261K | 0.00% | SOLD |
| 532 | TRU | TRANSUNION | Industrials | 3,022 | $259K | 0.00% | SOLD |
| 533 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 1,789 | $259K | 0.00% | SOLD |
| 534 | GDDY | GODADDY INC | Technology | 2,085 | $259K | 0.00% | SOLD |
| 535 | ZS | ZSCALER INC | Technology | 1,150 | $259K | 0.00% | SOLD |
| 536 | G | GENPACT LIMITED | Technology | 5,507 | $258K | 0.00% | SOLD |
| 537 | PL | PLANET LABS PBC | Industrials | 13,047 | $257K | 0.00% | SOLD |
| 538 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 184 | $257K | 0.00% | SOLD |
| 539 | — | MOOG INC | — | 1,053 | $256K | 0.00% | SOLD |
| 540 | LBRDK | LIBERTY BROADBAND CORP | Communication Services | 5,263 | $256K | 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%