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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$375K 0.08%
8,396
-30,388
302
$368K 0.08%
+2,200
303
$368K 0.08%
+21,345
304
$366K 0.08%
+1,167
305
$363K 0.08%
5,680
-294
306
$361K 0.08%
6,219
-15,996
307
$361K 0.08%
+15,540
308
$358K 0.08%
+7,360
309
$357K 0.08%
4,326
-22,832
310
$356K 0.08%
48,002
+26,547
311
$354K 0.08%
3,554
+1,012
312
$351K 0.08%
9,485
-51,463
313
$349K 0.08%
11,648
-1,025
314
$347K 0.07%
+11,218
315
$345K 0.07%
+10,515
316
$344K 0.07%
+6,922
317
$344K 0.07%
5,717
-19,242
318
$336K 0.07%
+11,602
319
$336K 0.07%
3,743
-1,209
320
$333K 0.07%
3,679
-739
321
$330K 0.07%
4,586
+112
322
$330K 0.07%
3,033
+1,638
323
$329K 0.07%
+12,779
324
$327K 0.07%
+19,003
325
$326K 0.07%
3,987
+2,268
11 12
13
14 15