FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$502K 0.1%
6,609
-13,093
252
$500K 0.1%
+4,303
253
$495K 0.1%
2,286
-2,356
254
$489K 0.1%
+7,966
255
$488K 0.1%
+4,355
256
$484K 0.1%
3,385
-3,240
257
$482K 0.1%
+4,754
258
$479K 0.1%
+6,385
259
$478K 0.1%
+2,655
260
$475K 0.09%
+8,295
261
$471K 0.09%
+15,478
262
$467K 0.09%
+5,676
263
$466K 0.09%
4,400
-20,047
264
$466K 0.09%
+12,201
265
$460K 0.09%
10,800
-53,380
266
$459K 0.09%
+18,374
267
$456K 0.09%
+6,891
268
$452K 0.09%
+2,781
269
$447K 0.09%
3,160
-4,670
270
$439K 0.09%
+7,882
271
$437K 0.09%
2,363
+1,243
272
$435K 0.09%
+7,757
273
$434K 0.09%
+2,723
274
$432K 0.09%
+9,680
275
$432K 0.09%
18,749
+9,175
9 10
11
12 13