Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | TD | TORONTO DOMINION BK ONT | Financial Services | 13,483 | $1.3M | 0.02% | SOLD |
| 42 | HMC | HONDA MOTOR LTD | Consumer Cyclical | 42,418 | $1.3M | 0.02% | SOLD |
| 43 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 4,239 | $1.2M | 0.02% | SOLD |
| 44 | LRCX | LAM RESEARCH CORP | Technology | 7,218 | $1.2M | 0.02% | SOLD |
| 45 | BCS | BARCLAYS PLC | Financial Services | 48,199 | $1.2M | 0.02% | SOLD |
| 46 | EOG | EOG RES INC | Energy | 11,601 | $1.2M | 0.02% | SOLD |
| 47 | PH | PARKER-HANNIFIN CORP | Industrials | 1,345 | $1.2M | 0.01% | SOLD |
| 48 | TMUS | T-MOBILE US INC | Communication Services | 5,774 | $1.2M | 0.01% | SOLD |
| 49 | UBER | UBER TECHNOLOGIES INC | Technology | 14,342 | $1.2M | 0.01% | SOLD |
| 50 | TFC | TRUIST FINL CORP | Financial Services | 23,715 | $1.2M | 0.01% | SOLD |
| 51 | INTU | INTUIT | Technology | 1,758 | $1.2M | 0.01% | SOLD |
| 52 | RY | ROYAL BK CDA | Financial Services | 6,800 | $1.2M | 0.01% | SOLD |
| 53 | E | ENI S P A | Energy | 30,556 | $1.2M | 0.01% | SOLD |
| 54 | HON | HONEYWELL INTL INC | Industrials | 5,929 | $1.2M | 0.01% | SOLD |
| 55 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 2,415 | $1.1M | 0.01% | SOLD |
| 56 | WDS | WOODSIDE ENERGY GROUP LTD | Energy | 69,905 | $1.1M | 0.01% | SOLD |
| 57 | BDX | BECTON DICKINSON & CO | Healthcare | 5,607 | $1.1M | 0.01% | SOLD |
| 58 | JCI | JOHNSON CTLS INTL PLC | Industrials | 8,985 | $1.1M | 0.01% | SOLD |
| 59 | PCT | PURECYCLE TECHNOLOGIES INC | Industrials | 125,000 | $1.1M | 0.01% | SOLD |
| 60 | SLB | SLB LIMITED | Energy | 27,572 | $1.1M | 0.01% | 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%