Portfolio (Quarterly)
Guide ↗
Forum Private Client Group LLC
· CIK 0001910636| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ELDN | ELEDON PHARMACEUTICALS INC | Healthcare | 10,000.0 | $15K | 0.01% | NEW | — | $1.51 | +159.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
48.1%
Financial Services
13.9%
Technology
12.8%
Industrials
7.9%
Communication Services
6.9%
Consumer Cyclical
4.5%
Consumer Defensive
3.9%
Energy
1.9%