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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$13M
3 +$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1 +$16.9M
2 +$15.3M
3 +$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$973K 0.1%
+12,528
252
$970K 0.1%
+17,877
253
$964K 0.1%
+11,880
254
$953K 0.1%
9,099
+4,781
255
$940K 0.09%
4,496
-5,237
256
$933K 0.09%
+8,194
257
$933K 0.09%
11,211
+4,822
258
$925K 0.09%
11,480
+1,368
259
$923K 0.09%
+26,425
260
$923K 0.09%
+29,708
261
$923K 0.09%
+19,415
262
$911K 0.09%
+11,939
263
$905K 0.09%
+75,074
264
$899K 0.09%
+15,183
265
$889K 0.09%
+7,452
266
$879K 0.09%
+6,518
267
$870K 0.09%
7,520
-16,452
268
$868K 0.09%
+6,253
269
$868K 0.09%
3,036
+2,010
270
$865K 0.09%
4,384
+2,896
271
$865K 0.09%
+5,844
272
$857K 0.09%
+35,728
273
$849K 0.09%
+19,104
274
$841K 0.08%
+14,314
275
$838K 0.08%
+5,719