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
$874M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$15M
3
+$13.8M
4
AMAT icon
Applied Materials
AMAT
+$13.6M
5
MCHP icon
Microchip Technology
MCHP
+$11M

Top Sells

1
+$25.1M
2
+$15.1M
3
+$14.3M
4
BA icon
Boeing
BA
+$14.2M
5
CRM icon
Salesforce
CRM
+$11.8M

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 16.23%
3 Industrials 12.69%
4 Financials 12.06%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$582K 0.07%
+8,323
252
$580K 0.07%
+5,689
253
$549K 0.06%
+3,757
254
$546K 0.06%
+18,787
255
$546K 0.06%
3,215
+315
256
$536K 0.06%
+5,582
257
$525K 0.06%
19,724
-43,521
258
$524K 0.06%
16,570
-25,504
259
$507K 0.06%
+8,939
260
$503K 0.06%
+14,024
261
$502K 0.06%
+21,652
262
$501K 0.06%
+4,552
263
$500K 0.06%
19,590
+1,537
264
$489K 0.06%
+9,164
265
$489K 0.06%
4,076
-473
266
$488K 0.06%
+3,148
267
$484K 0.06%
+12,197
268
$476K 0.05%
5,568
-13,910
269
$475K 0.05%
+3,988
270
$471K 0.05%
2,611
-23,428
271
$467K 0.05%
+4,326
272
$464K 0.05%
31,412
-22,219
273
$451K 0.05%
+4,891
274
$449K 0.05%
+46,007
275
$441K 0.05%
+4,833
9 10
11
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