FC

FORA Capital Portfolio holdings

AUM $901M
1-Year Est. Return 36.51%
This Quarter Est. Return
1 Year Est. Return
+36.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$671K 0.1%
6,958
+5,363
227
$668K 0.1%
+37,988
228
$665K 0.1%
+4,198
229
$665K 0.1%
+15,224
230
$664K 0.1%
4,359
+1,692
231
$664K 0.1%
+50,254
232
$649K 0.1%
+3,452
233
$641K 0.1%
+6,106
234
$640K 0.1%
+6,290
235
$637K 0.1%
+15,968
236
$630K 0.1%
16,772
+14,923
237
$629K 0.1%
+17,076
238
$627K 0.1%
+14,415
239
$624K 0.1%
9,300
+8,834
240
$624K 0.1%
+1,364
241
$623K 0.1%
+5,187
242
$618K 0.09%
13,314
+12,760
243
$617K 0.09%
+26,817
244
$612K 0.09%
+20,546
245
$609K 0.09%
8,407
+6,629
246
$598K 0.09%
+1,371
247
$597K 0.09%
+2,900
248
$597K 0.09%
+2,669
249
$594K 0.09%
+6,808
250
$591K 0.09%
+29,134
8 9
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