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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$11.9M
3 +$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1 +$12.6M
2 +$3.2M
3 +$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$590K 0.09%
3,944
+2,680
252
$585K 0.09%
1,062
-823
253
$581K 0.09%
3,910
+567
254
$578K 0.09%
24,334
+17,256
255
$575K 0.09%
+8,721
256
$575K 0.09%
+1,007
257
$569K 0.09%
+13,266
258
$567K 0.09%
+4,053
259
$566K 0.09%
12,033
+9,008
260
$556K 0.08%
7,602
+7,052
261
$554K 0.08%
17,761
+8,276
262
$551K 0.08%
4,609
+3,823
263
$546K 0.08%
+9,572
264
$543K 0.08%
+9,113
265
$541K 0.08%
4,611
+572
266
$541K 0.08%
5,876
+4,710
267
$540K 0.08%
+7,180
268
$534K 0.08%
2,248
+150
269
$525K 0.08%
10,927
+10,356
270
$521K 0.08%
1,209
+394
271
$520K 0.08%
+8,273
272
$520K 0.08%
+4,759
273
$518K 0.08%
+3,631
274
$515K 0.08%
3,769
+1,111
275
$513K 0.08%
+6,255