Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 19,654 | $1.1M | 0.01% | SOLD |
| 62 | AIG | AMERICAN INTL GROUP INC | Financial Services | 12,287 | $1.1M | 0.01% | SOLD |
| 63 | F | FORD MTR CO | Consumer Cyclical | 79,081 | $1.0M | 0.01% | SOLD |
| 64 | APH | AMPHENOL CORP NEW | Technology | 7,655 | $1.0M | 0.01% | SOLD |
| 65 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 19,477 | $989K | 0.01% | SOLD |
| 66 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 5,969 | $967K | 0.01% | SOLD |
| 67 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 181,796 | $964K | 0.01% | SOLD |
| 68 | CSX | CSX CORP | Industrials | 26,522 | $961K | 0.01% | SOLD |
| 69 | VLO | VALERO ENERGY CORP | Energy | 5,817 | $947K | 0.01% | SOLD |
| 70 | CIEN | CIENA CORP | Technology | 4,033 | $943K | 0.01% | SOLD |
| 71 | TEL | TE CONNECTIVITY PLC | Technology | 4,117 | $937K | 0.01% | SOLD |
| 72 | WDC | WESTERN DIGITAL CORP | Technology | 5,430 | $935K | 0.01% | SOLD |
| 73 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 17,152 | $925K | 0.01% | SOLD |
| 74 | FLEX | FLEX LTD | Technology | 15,308 | $925K | 0.01% | SOLD |
| 75 | — | CRH PLC | — | 7,398 | $923K | 0.01% | SOLD |
| 76 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 172 | $921K | 0.01% | SOLD |
| 77 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 4,815 | $893K | 0.01% | SOLD |
| 78 | SYF | SYNCHRONY FINANCIAL | Financial Services | 10,532 | $879K | 0.01% | SOLD |
| 79 | CTVA | CORTEVA INC | Basic Materials | 13,076 | $876K | 0.01% | SOLD |
| 80 | STLD | STEEL DYNAMICS INC | Basic Materials | 5,140 | $871K | 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%