Forum Financial Management, LP
CIK Number: 0001911832
6.01B
Market Value
722
# of Holdings
8 months
Avg. Holding Period
69.66%
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... | 35.88 | -0.43% | 37.58M | +0.67% | 1.29B | 27.91 | 21.44% | |
| 2 | Ishares Tr | 101.94 | -0.78% | 7.14M | +3.15% | 780.34M | 107.85 | 12.98% | |
| 3 | Dimensional Etf... | 58.59 | -0.91% | 8.78M | +1.79% | 488.62M | 46.64 | 8.13% | |
| 4 | Dimensional Etf... | 55.02 | -0.73% | 15.77M | +3.42% | 443.89M | 23.28 | 7.39% | |
| 5 | Amgen Inc | 270.45 | -1.32% | 350.37K | -0.13% | 112.89M | 225.2 | 1.88% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.