Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 641 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 5,367 | $209K | 0.00% | SOLD |
| 642 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 3,103 | $209K | 0.00% | SOLD |
| 643 | EXP | EAGLE MATLS INC | Basic Materials | 1,011 | $209K | 0.00% | SOLD |
| 644 | NPO | ENPRO INC | Industrials | 975 | $209K | 0.00% | SOLD |
| 645 | GSAT | GLOBALSTAR INC | Communication Services | 3,409 | $208K | 0.00% | SOLD |
| 646 | TTEK | TETRA TECH INC NEW | Industrials | 6,191 | $208K | 0.00% | SOLD |
| 647 | BNDX | VANGUARD CHARLOTTE FDS | — | 4,296 | $208K | 0.00% | SOLD |
| 648 | SSD | SIMPSON MFG INC | Industrials | 1,283 | $207K | 0.00% | SOLD |
| 649 | TS | TENARIS S A | Energy | 5,375 | $207K | 0.00% | SOLD |
| 650 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 15,545 | $206K | 0.00% | SOLD |
| 651 | LPX | LOUISIANA PAC CORP | Basic Materials | 2,554 | $206K | 0.00% | SOLD |
| 652 | PLNT | PLANET FITNESS INC | Consumer Cyclical | 1,901 | $206K | 0.00% | SOLD |
| 653 | IE | IVANHOE ELECTRIC INC | Technology | 12,903 | $206K | 0.00% | SOLD |
| 654 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 5,721 | $206K | 0.00% | SOLD |
| 655 | HCC | WARRIOR MET COAL INC | Energy | 2,334 | $206K | 0.00% | SOLD |
| 656 | ACA | ARCOSA INC | Industrials | 1,932 | $205K | 0.00% | SOLD |
| 657 | RUN | SUNRUN INC | Energy | 11,163 | $205K | 0.00% | SOLD |
| 658 | ESAB | ESAB CORPORATION | Industrials | 1,835 | $205K | 0.00% | SOLD |
| 659 | SAIA | SAIA INC | Industrials | 627 | $205K | 0.00% | SOLD |
| 660 | SAIC | SCIENCE APPLICATIONS INTL CO | Technology | 2,031 | $204K | 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%