FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$575K 0.11%
+2,246
227
$564K 0.11%
+10,883
228
$555K 0.11%
2,813
-4,411
229
$546K 0.11%
+4,618
230
$543K 0.11%
+16,624
231
$542K 0.11%
6,501
+2,754
232
$540K 0.11%
+1,796
233
$538K 0.11%
+5,957
234
$538K 0.11%
15,817
-8,265
235
$537K 0.11%
+10,142
236
$537K 0.11%
3,774
-236
237
$534K 0.11%
+7,045
238
$534K 0.11%
11,532
-17,863
239
$528K 0.11%
+6,687
240
$526K 0.1%
14,866
+8,172
241
$520K 0.1%
+2,177
242
$518K 0.1%
+2,889
243
$517K 0.1%
13,455
-19,826
244
$516K 0.1%
+5,857
245
$514K 0.1%
3,567
-4,624
246
$512K 0.1%
2,818
-4,343
247
$511K 0.1%
+3,338
248
$509K 0.1%
+18,880
249
$506K 0.1%
+3,233
250
$505K 0.1%
+5,364
8 9
10
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