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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$686K 0.12%
+10,476
227
$681K 0.12%
7,898
+5,194
228
$675K 0.12%
+4,762
229
$673K 0.12%
2,329
-3,345
230
$667K 0.12%
+15,203
231
$662K 0.12%
+14,882
232
$659K 0.12%
+4,255
233
$655K 0.12%
3,047
-4,892
234
$648K 0.12%
8,164
+5,517
235
$648K 0.12%
+18,259
236
$647K 0.12%
+8,028
237
$646K 0.12%
+18,026
238
$643K 0.12%
+22,067
239
$637K 0.11%
+13,031
240
$635K 0.11%
+5,599
241
$634K 0.11%
+9,408
242
$631K 0.11%
+13,314
243
$631K 0.11%
1,849
+1,024
244
$628K 0.11%
+1,207
245
$627K 0.11%
+23,917
246
$626K 0.11%
+9,971
247
$625K 0.11%
+17,148
248
$624K 0.11%
29,650
+13,240
249
$615K 0.11%
+8,131
250
$611K 0.11%
+6,950
8 9
10
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