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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$610K 0.11%
+18,431
252
$609K 0.11%
+13,320
253
$604K 0.11%
+9,866
254
$601K 0.11%
+8,475
255
$599K 0.11%
+4,739
256
$598K 0.11%
+14,435
257
$595K 0.11%
5,123
-2,445
258
$594K 0.11%
+9,516
259
$592K 0.11%
+14,596
260
$591K 0.11%
+6,224
261
$586K 0.11%
+2,271
262
$579K 0.1%
+4,857
263
$572K 0.1%
+7,186
264
$571K 0.1%
+4,125
265
$567K 0.1%
+6,930
266
$564K 0.1%
+11,728
267
$551K 0.1%
+4,214
268
$547K 0.1%
8,240
+5,432
269
$542K 0.1%
+13,164
270
$541K 0.1%
+23,403
271
$538K 0.1%
4,339
+1,918
272
$536K 0.1%
+7,217
273
$531K 0.1%
+3,500
274
$527K 0.1%
4,259
-992
275
$525K 0.09%
+9,691
9 10
11
12 13