Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | — | AEGON LTD | — | 17,657 | $136K | 0.00% | SOLD |
| 682 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 15,417 | $123K | 0.00% | SOLD |
| 683 | CLSK | CLEANSPARK INC | Technology | 10,405 | $105K | 0.00% | SOLD |
| 684 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | Technology | 10,283 | $79K | 0.00% | SOLD |
| 685 | CLVT | CLARIVATE PLC | Technology | 18,259 | $61K | 0.00% | SOLD |
| 686 | MQ | MARQETA INC | Technology | 10,220 | $49K | 0.00% | SOLD |
| 687 | JBLU | JETBLUE AWYS CORP | Industrials | 10,561 | $48K | 0.00% | SOLD |
| 688 | — | FUBOTV INC | — | 16,170 | $41K | 0.00% | SOLD |
| 689 | PLUG | PLUG POWER INC | Industrials | 16,954 | $33K | — | SOLD |
| 690 | NNOX | NANO X IMAGING LTD | Healthcare | 10,000 | $28K | — | 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%