We are live on ! Find out more
FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$655K 0.12%
5,872
-86,292
227
$655K 0.12%
+5,365
228
$654K 0.12%
8,492
-7,077
229
$654K 0.12%
+7,800
230
$652K 0.12%
+6,256
231
$643K 0.11%
37,187
-91,609
232
$640K 0.11%
+18,617
233
$633K 0.11%
+8,505
234
$630K 0.11%
3,602
-1,219
235
$628K 0.11%
2,870
-416
236
$626K 0.11%
5,303
-6,589
237
$625K 0.11%
+12,521
238
$625K 0.11%
6,024
-14,427
239
$616K 0.11%
6,613
-60,637
240
$615K 0.11%
+3,347
241
$613K 0.11%
32,170
-318,504
242
$602K 0.11%
+4,638
243
$601K 0.11%
5,630
+1,636
244
$600K 0.11%
+2,987
245
$597K 0.11%
1,724
-6,872
246
$596K 0.11%
+34,704
247
$595K 0.11%
16,371
+7,345
248
$594K 0.11%
+9,013
249
$587K 0.1%
+12,968
250
$582K 0.1%
10,462
-297
8 9
10
11 12