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
276
$834K 0.08%
+14,286
277
$834K 0.08%
+43,637
278
$814K 0.08%
19,693
+7,376
279
$800K 0.08%
+8,442
280
$800K 0.08%
+8,218
281
$793K 0.08%
22,490
+8,179
282
$785K 0.08%
+11,493
283
$774K 0.08%
+14,292
284
$763K 0.08%
17,998
-622
285
$763K 0.08%
9,044
+5,149
286
$759K 0.08%
+28,941
287
$752K 0.08%
+7,771
288
$748K 0.07%
19,931
+4,826
289
$747K 0.07%
+9,397
290
$742K 0.07%
+12,729
291
$736K 0.07%
5,051
-1,620
292
$732K 0.07%
4,086
+793
293
$729K 0.07%
+5,106
294
$727K 0.07%
8,512
+4,946
295
$720K 0.07%
+22,657
296
$715K 0.07%
13,319
-16,024
297
$715K 0.07%
+3,740
298
$711K 0.07%
17,525
-10,043
299
$708K 0.07%
25,527
+11,574
300
$703K 0.07%
5,134
+2,360
10 11
12
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