Forum Financial Management, LP
CIK Number: 0001911832
6.01B
Market Value
719
# of Holdings
8 months
Avg. Holding Period
69.67%
Win Rate
44.41%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Etf... | 34.60 | +0.52% | 37.58M | +0.67% | 1.29B | 27.91 | 21.44% | |
| 2 | Ishares Tr | 97.23 | -0.17% | 7.14M | +3.15% | 780.34M | 107.85 | 12.98% | |
| 3 | Dimensional Etf... | 56.06 | +1.52% | 8.78M | +1.79% | 488.62M | 46.64 | 8.13% | |
| 4 | Dimensional Etf... | 52.96 | +0.74% | 15.77M | +3.42% | 443.89M | 23.28 | 7.39% | |
| 5 | Amgen Inc | 267.00 | -1.18% | 350.37K | -0.13% | 112.89M | 225.2 | 1.88% |
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