Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SFBS | SERVISFIRST BANCSHARES INC | Financial Services | 2,565 | $207K | 0.00% | SOLD |
| 42 | CLX | CLOROX CO DEL | Consumer Defensive | 1,675 | $207K | 0.00% | SOLD |
| 43 | BSY | BENTLEY SYS INC | Technology | 4,002 | $206K | 0.00% | SOLD |
| 44 | — | ISHARES TR | — | 4,659 | $206K | 0.00% | SOLD |
| 45 | ACIW | ACI WORLDWIDE INC | Technology | 3,865 | $204K | 0.00% | SOLD |
| 46 | LOPE | GRAND CANYON ED INC | Consumer Defensive | 918 | $202K | 0.00% | SOLD |
| 47 | MUSA | MURPHY USA INC | Consumer Cyclical | 519 | $202K | 0.00% | SOLD |
| 48 | NJR | NEW JERSEY RES CORP | Utilities | 4,177 | $201K | 0.00% | SOLD |
| 49 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 2,742 | $201K | 0.00% | SOLD |
| 50 | DVA | DAVITA INC | Healthcare | 1,506 | $200K | 0.00% | SOLD |
| 51 | MCW | MISTER CAR WASH INC | Consumer Cyclical | 11,831 | $63K | 0.00% | SOLD |
| 52 | PAYO | PAYONEER GLOBAL INC | Technology | 10,034 | $61K | 0.00% | SOLD |
| 53 | NWL | NEWELL BRANDS INC | Consumer Defensive | 10,286 | $54K | 0.00% | SOLD |
| 54 | ALIT | ALIGHT INC | Technology | 14,117 | $46K | 0.00% | SOLD |
Sector Allocation
Technology
25.0%
Financial Services
18.0%
Healthcare
17.6%
Communication Services
11.5%
Consumer Cyclical
7.7%
Industrials
7.1%
Energy
6.1%
Consumer Defensive
3.8%
Basic Materials
2.1%
Utilities
0.9%