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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$297K 0.12%
+2,773
227
$295K 0.11%
+8,690
228
$293K 0.11%
+4,499
229
$291K 0.11%
+4,146
230
$291K 0.11%
1,687
-8,964
231
$289K 0.11%
+6,677
232
$288K 0.11%
4,576
-2,479
233
$284K 0.11%
+2,023
234
$279K 0.11%
4,259
-1,712
235
$278K 0.11%
+5,046
236
$274K 0.11%
+6,310
237
$274K 0.11%
+5,563
238
$271K 0.11%
+3,728
239
$271K 0.11%
1,147
-1,433
240
$270K 0.1%
+1,556
241
$270K 0.1%
+4,787
242
$268K 0.1%
+2,439
243
$266K 0.1%
+9,245
244
$266K 0.1%
2,830
-2,537
245
$265K 0.1%
3,915
-12,302
246
$264K 0.1%
+1,997
247
$264K 0.1%
+6,132
248
$264K 0.1%
+4,318
249
$263K 0.1%
+748
250
$262K 0.1%
+825
8 9
10
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