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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1 +$7.63M
2 +$7.06M
3 +$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1 +$7.34M
2 +$6.76M
3 +$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$525K 0.09%
+9,677
277
$521K 0.09%
+3,870
278
$519K 0.09%
+13,574
279
$519K 0.09%
+8,268
280
$515K 0.09%
+54,886
281
$514K 0.09%
+6,996
282
$513K 0.09%
+1,962
283
$508K 0.09%
+6,933
284
$500K 0.09%
+5,038
285
$496K 0.09%
+44,677
286
$492K 0.09%
+8,971
287
$492K 0.09%
+40,677
288
$492K 0.09%
+2,267
289
$488K 0.09%
+5,128
290
$482K 0.09%
+7,599
291
$478K 0.09%
+13,702
292
$477K 0.09%
+4,231
293
$475K 0.09%
2,952
+1,841
294
$475K 0.09%
+10,030
295
$474K 0.09%
+8,141
296
$469K 0.08%
5,310
+2,480
297
$468K 0.08%
+6,988
298
$466K 0.08%
+26,948
299
$465K 0.08%
+13,389
300
$464K 0.08%
+2,988