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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$477K 0.1%
4,792
-3,724
252
$477K 0.1%
+5,726
253
$473K 0.1%
4,637
-10,822
254
$473K 0.1%
11,443
+21
255
$470K 0.1%
42,733
+15,324
256
$468K 0.1%
13,665
-13,310
257
$466K 0.1%
6,768
+4,680
258
$466K 0.1%
+9,668
259
$462K 0.1%
6,976
-1,165
260
$458K 0.1%
+6,001
261
$457K 0.1%
9,855
+6,883
262
$453K 0.1%
18,934
-6,810
263
$453K 0.1%
+63,993
264
$452K 0.1%
+5,935
265
$448K 0.1%
12,774
+7,567
266
$447K 0.1%
5,930
-1,746
267
$445K 0.1%
+5,900
268
$437K 0.09%
16,371
+2,316
269
$436K 0.09%
19,160
+12,574
270
$436K 0.09%
13,014
-7,760
271
$435K 0.09%
18,743
-8,464
272
$431K 0.09%
8,880
+3,274
273
$427K 0.09%
+2,987
274
$427K 0.09%
+14,968
275
$425K 0.09%
+4,964
9 10
11
12 13