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FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$582K 0.1%
25,368
-71,440
252
$581K 0.1%
2,264
-590
253
$579K 0.1%
+8,032
254
$578K 0.1%
5,307
-6,127
255
$577K 0.1%
11,116
-11,558
256
$576K 0.1%
10,055
-16,184
257
$568K 0.1%
29,021
-46,662
258
$564K 0.1%
+6,504
259
$560K 0.1%
4,474
+1,547
260
$555K 0.1%
+4,965
261
$551K 0.1%
+1,597
262
$544K 0.1%
16,756
-4,483
263
$544K 0.1%
2,679
-10,910
264
$542K 0.1%
10,060
+83
265
$541K 0.1%
5,352
-9,770
266
$541K 0.1%
8,577
-6,666
267
$538K 0.1%
9,516
-1,880
268
$537K 0.09%
6,404
+3,071
269
$534K 0.09%
+3,622
270
$534K 0.09%
5,955
-14,697
271
$530K 0.09%
1,979
-509
272
$529K 0.09%
+2,436
273
$525K 0.09%
+5,995
274
$525K 0.09%
+25,844
275
$522K 0.09%
+2,006
9 10
11
12 13