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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
276
$522K 0.09%
1,677
-939
277
$521K 0.09%
+34,347
278
$508K 0.09%
12,067
-4,252
279
$506K 0.09%
20,425
-26,137
280
$503K 0.09%
+16,480
281
$501K 0.09%
+9,158
282
$499K 0.09%
+4,828
283
$497K 0.09%
+9,821
284
$496K 0.09%
3,151
-4,251
285
$494K 0.09%
+12,747
286
$494K 0.09%
+4,254
287
$484K 0.09%
+18,569
288
$481K 0.09%
12,915
+4,295
289
$479K 0.08%
26,593
-31,429
290
$476K 0.08%
66,308
-253,900
291
$476K 0.08%
+3,286
292
$474K 0.08%
203
-1,347
293
$467K 0.08%
+1,892
294
$464K 0.08%
37,199
-21,443
295
$464K 0.08%
2,860
-8,363
296
$462K 0.08%
+4,250
297
$458K 0.08%
+6,034
298
$457K 0.08%
+21,386
299
$456K 0.08%
+618
300
$455K 0.08%
+19,227
10 11
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