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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$513K 0.08%
+21,598
277
$510K 0.08%
+14,075
278
$510K 0.08%
+8,236
279
$510K 0.08%
+3,533
280
$507K 0.08%
6,495
+5,464
281
$507K 0.08%
+20,515
282
$505K 0.08%
+6,644
283
$500K 0.08%
+6,231
284
$499K 0.08%
3,088
+2,836
285
$499K 0.08%
+2,854
286
$499K 0.08%
+28,624
287
$494K 0.08%
+7,752
288
$491K 0.07%
+9,058
289
$490K 0.07%
11,453
+9,384
290
$490K 0.07%
+7,181
291
$488K 0.07%
6,256
+4,316
292
$487K 0.07%
8,628
+3,544
293
$486K 0.07%
3,768
+3,265
294
$485K 0.07%
15,419
+8,277
295
$485K 0.07%
+3,025
296
$482K 0.07%
2,406
+2,278
297
$480K 0.07%
+6,655
298
$477K 0.07%
+6,669
299
$473K 0.07%
3,741
+3,544
300
$469K 0.07%
4,185
+1,782
10 11
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