Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 541 | THG | HANOVER INS GROUP INC | Financial Services | 1,398 | $256K | 0.00% | SOLD |
| 542 | VSAT | VIASAT INC | Technology | 7,387 | $255K | 0.00% | SOLD |
| 543 | CVSA | ADTALEM GLOBAL ED INC | Consumer Cyclical | 2,450 | $254K | 0.00% | SOLD |
| 544 | VLYPN | VALLEY NATL BANCORP | Financial Services | 21,698 | $253K | 0.00% | SOLD |
| 545 | — | AVIDITY BIOSCIENCES INC | — | 3,504 | $253K | 0.00% | SOLD |
| 546 | TMHC | TAYLOR MORRISON HOME CORP | Consumer Cyclical | 4,292 | $253K | 0.00% | SOLD |
| 547 | BIO | BIO RAD LABS INC | Healthcare | 832 | $252K | 0.00% | SOLD |
| 548 | REZI | RESIDEO TECHNOLOGIES INC | Industrials | 7,177 | $252K | 0.00% | SOLD |
| 549 | GNRC | GENERAC HLDGS INC | Industrials | 1,837 | $251K | 0.00% | SOLD |
| 550 | CNX | CNX RES CORP | Energy | 6,803 | $250K | 0.00% | SOLD |
| 551 | CR | CRANE COMPANY | Industrials | 1,356 | $250K | 0.00% | SOLD |
| 552 | WAY | WAYSTAR HLDG CORP | Technology | 7,631 | $250K | 0.00% | SOLD |
| 553 | NTR | NUTRIEN LTD | Basic Materials | 4,048 | $250K | 0.00% | SOLD |
| 554 | W | WAYFAIR INC | Consumer Cyclical | 2,475 | $249K | 0.00% | SOLD |
| 555 | UFPI | UFP INDUSTRIES INC | Basic Materials | 2,719 | $248K | 0.00% | SOLD |
| 556 | DCI | DONALDSON INC | Industrials | 2,781 | $247K | 0.00% | SOLD |
| 557 | SEIC | SEI INVTS CO | Financial Services | 3,004 | $246K | 0.00% | SOLD |
| 558 | LFUS | LITTELFUSE INC | Technology | 971 | $246K | 0.00% | SOLD |
| 559 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 10,982 | $245K | 0.00% | SOLD |
| 560 | TRP | TC ENERGY CORP | Energy | 4,439 | $244K | 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%