Holdings (Monthly)
Guide ↗
Baywood Valueplus Fund
· Forum Funds Ii| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Cisco Systems Inc | 17275R102 | Mar 2026 | 1,050 | -150 | $123K | +32.5% | 2.09% | EC |
| 2 | Chevron Corp | 166764100 | Mar 2026 | 710 | -100 | $118K | -29.8% | 2.00% | EC |
| 3 | NetApp Inc | 64110D104 | Mar 2026 | 650 | -50 | $101K | +40.4% | 1.71% | EC |
| 4 | Phillips 66 | 718546104 | Mar 2026 | 550 | -100 | $93K | -21.5% | 1.58% | EC |
| 5 | Corebridge Financial Inc | 21871X109 | Mar 2026 | 1,000 | -1,800 | $29K | -57.1% | 0.49% | EC |