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
301
$467K 0.07%
+6,762
302
$465K 0.07%
1,213
+776
303
$464K 0.07%
+12,079
304
$464K 0.07%
+28,442
305
$458K 0.07%
+36,198
306
$457K 0.07%
+22,462
307
$456K 0.07%
4,371
+2,288
308
$448K 0.07%
3,325
-104
309
$446K 0.07%
+8,352
310
$446K 0.07%
1,629
+1,294
311
$443K 0.07%
+39,520
312
$440K 0.07%
5,576
+3,605
313
$439K 0.07%
3,629
+1,934
314
$438K 0.07%
1,646
-408
315
$437K 0.07%
+23,410
316
$436K 0.07%
1,881
+1,413
317
$433K 0.07%
17,209
+13,129
318
$430K 0.07%
+2,777
319
$427K 0.07%
5,237
+4,925
320
$427K 0.07%
+8,162
321
$423K 0.06%
1,554
+1,202
322
$418K 0.06%
+16,217
323
$416K 0.06%
+13,391
324
$410K 0.06%
+14,211
325
$407K 0.06%
+9,003
11 12
13
14 15