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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.22M 0.12%
13,876
+9,806
227
$1.21M 0.12%
31,702
-13,304
228
$1.2M 0.12%
26,038
+20,357
229
$1.18M 0.12%
+12,638
230
$1.16M 0.12%
+44,744
231
$1.14M 0.11%
+18,744
232
$1.14M 0.11%
+8,463
233
$1.11M 0.11%
+4,858
234
$1.11M 0.11%
+13,445
235
$1.1M 0.11%
+3,688
236
$1.1M 0.11%
+14,622
237
$1.09M 0.11%
+21,916
238
$1.08M 0.11%
18,870
+14,910
239
$1.04M 0.1%
12,540
+7,444
240
$1.04M 0.1%
+7,121
241
$1.03M 0.1%
+9,187
242
$1.02M 0.1%
+17,267
243
$1.02M 0.1%
18,441
-5,601
244
$1.01M 0.1%
16,656
+6,867
245
$1,000K 0.1%
1,997
+145
246
$994K 0.1%
+34,923
247
$985K 0.1%
+26,327
248
$979K 0.1%
+8,808
249
$978K 0.1%
+9,665
250
$978K 0.1%
+40,579
8 9
10
11 12