Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | ESI | ELEMENT SOLUTIONS INC | Basic Materials | 9,761 | $244K | 0.00% | SOLD |
| 562 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 2,349 | $244K | 0.00% | SOLD |
| 563 | ZWS | ZURN ELKAY WATER SOLNS CORP | Industrials | 5,228 | $243K | 0.00% | SOLD |
| 564 | GATX | GATX CORP | Industrials | 1,430 | $243K | 0.00% | SOLD |
| 565 | SWK | STANLEY BLACK & DECKER INC | Industrials | 3,259 | $242K | 0.00% | SOLD |
| 566 | HQY | HEALTHEQUITY INC | Healthcare | 2,642 | $242K | 0.00% | SOLD |
| 567 | RPM | RPM INTL INC | Basic Materials | 2,324 | $242K | 0.00% | SOLD |
| 568 | GTES | GATES INDL CORP PLC | Industrials | 11,249 | $242K | 0.00% | SOLD |
| 569 | CCJ | CAMECO CORP | Energy | 2,639 | $241K | 0.00% | SOLD |
| 570 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 2,303 | $241K | 0.00% | SOLD |
| 571 | ARW | ARROW ELECTRS INC | Technology | 2,186 | $241K | 0.00% | SOLD |
| 572 | ABCB | AMERIS BANCORP | Financial Services | 3,235 | $240K | 0.00% | SOLD |
| 573 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 834 | $240K | 0.00% | SOLD |
| 574 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,482 | $240K | 0.00% | SOLD |
| 575 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 997 | $239K | 0.00% | SOLD |
| 576 | MGRC | MCGRATH RENTCORP | Industrials | 2,275 | $239K | 0.00% | SOLD |
| 577 | ADT | ADT INC DEL | Industrials | 29,535 | $238K | 0.00% | SOLD |
| 578 | PEGA | PEGASYSTEMS INC | Technology | 3,968 | $237K | 0.00% | SOLD |
| 579 | SNEX | STONEX GROUP INC | Financial Services | 2,489 | $237K | 0.00% | SOLD |
| 580 | KEX | KIRBY CORP | Industrials | 2,148 | $237K | 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%