Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 7,546 | $666K | 0.01% | SOLD |
| 142 | GSK | GSK PLC | Healthcare | 13,496 | $662K | 0.01% | SOLD |
| 143 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 7,702 | $657K | 0.01% | SOLD |
| 144 | CTRA | COTERRA ENERGY INC | Energy | 24,658 | $649K | 0.01% | SOLD |
| 145 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 1,330 | $648K | 0.01% | SOLD |
| 146 | NDAQ | NASDAQ INC | Financial Services | 6,668 | $648K | 0.01% | SOLD |
| 147 | CINF | CINCINNATI FINL CORP | Financial Services | 3,950 | $645K | 0.01% | SOLD |
| 148 | EQNR | EQUINOR ASA | Energy | 27,229 | $643K | 0.01% | SOLD |
| 149 | CVNA | CARVANA CO | Consumer Cyclical | 1,524 | $643K | 0.01% | SOLD |
| 150 | JBL | JABIL INC | Technology | 2,801 | $639K | 0.01% | SOLD |
| 151 | RKT | ROCKET COS INC | Financial Services | 32,956 | $638K | 0.01% | SOLD |
| 152 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 7,774 | $638K | 0.01% | SOLD |
| 153 | HUM | HUMANA INC | Healthcare | 2,478 | $635K | 0.01% | SOLD |
| 154 | RDDT | REDDIT INC | Communication Services | 2,747 | $632K | 0.01% | SOLD |
| 155 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 15,911 | $627K | 0.01% | SOLD |
| 156 | TPR | TAPESTRY INC | Consumer Cyclical | 4,888 | $625K | 0.01% | SOLD |
| 157 | ROIV | ROIVANT SCIENCES LTD | Healthcare | 28,642 | $622K | 0.01% | SOLD |
| 158 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 1,069 | $621K | 0.01% | SOLD |
| 159 | DVN | DEVON ENERGY CORP NEW | Energy | 16,924 | $620K | 0.01% | SOLD |
| 160 | DLTR | DOLLAR TREE INC | Consumer Defensive | 5,022 | $618K | 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%