Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 601 | MRCY | MERCURY SYS INC | Industrials | 3,107 | $227K | 0.00% | SOLD |
| 602 | HWC | HANCOCK WHITNEY CORPORATION | Financial Services | 3,549 | $226K | 0.00% | SOLD |
| 603 | SCI | SERVICE CORP INTL | Consumer Cyclical | 2,892 | $225K | 0.00% | SOLD |
| 604 | — | PIPER SANDLER COMPANIES | — | 661 | $225K | 0.00% | SOLD |
| 605 | HAS | HASBRO INC | Consumer Cyclical | 2,736 | $224K | 0.00% | SOLD |
| 606 | RVTY | REVVITY INC | Healthcare | 2,317 | $224K | 0.00% | SOLD |
| 607 | POST | POST HLDGS INC | Consumer Defensive | 2,261 | $224K | 0.00% | SOLD |
| 608 | HOMB | HOME BANCSHARES INC | Financial Services | 8,050 | $224K | 0.00% | SOLD |
| 609 | PUK | PRUDENTIAL PLC | Financial Services | 7,182 | $223K | 0.00% | SOLD |
| 610 | CNO | CNO FINL GROUP INC | Financial Services | 5,247 | $223K | 0.00% | SOLD |
| 611 | LMND | LEMONADE INC | Financial Services | 3,125 | $222K | 0.00% | SOLD |
| 612 | TDS | TELEPHONE & DATA SYS INC | Communication Services | 5,423 | $222K | 0.00% | SOLD |
| 613 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,161 | $222K | 0.00% | SOLD |
| 614 | — | GLOBUS MED INC | — | 2,538 | $222K | 0.00% | SOLD |
| 615 | NTNX | NUTANIX INC | Technology | 4,286 | $222K | 0.00% | SOLD |
| 616 | PSTG | PURE STORAGE INC | — | 3,297 | $221K | 0.00% | SOLD |
| 617 | RIOT | RIOT PLATFORMS INC | Financial Services | 17,420 | $221K | 0.00% | SOLD |
| 618 | EQH | EQUITABLE HLDGS INC | Financial Services | 4,622 | $220K | 0.00% | SOLD |
| 619 | MHK | MOHAWK INDS INC | Consumer Cyclical | 2,011 | $220K | 0.00% | SOLD |
| 620 | HPQ | HP INC | Technology | 9,832 | $219K | 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%