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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$262K 0.1%
+798
252
$258K 0.1%
+6,889
253
$257K 0.1%
+2,808
254
$257K 0.1%
+3,550
255
$256K 0.1%
+1,521
256
$256K 0.1%
+4,198
257
$253K 0.1%
+2,147
258
$251K 0.1%
+4,725
259
$251K 0.1%
+8,481
260
$241K 0.09%
4,278
-54,466
261
$239K 0.09%
1,945
-901
262
$239K 0.09%
+4,952
263
$234K 0.09%
+2,704
264
$233K 0.09%
+2,448
265
$232K 0.09%
+7,214
266
$232K 0.09%
+3,083
267
$231K 0.09%
+1,294
268
$229K 0.09%
1,111
-1,650
269
$229K 0.09%
5,832
-819
270
$229K 0.09%
+3,534
271
$228K 0.09%
+1,180
272
$227K 0.09%
+2,647
273
$227K 0.09%
+1,661
274
$224K 0.09%
+738
275
$224K 0.09%
+4,675
9 10
11
12 13