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
301
$462K 0.08%
+5,689
302
$462K 0.08%
+3,744
303
$460K 0.08%
4,143
+2,229
304
$454K 0.08%
9,190
-1,658
305
$449K 0.08%
+8,445
306
$449K 0.08%
+11,782
307
$448K 0.08%
+4,611
308
$447K 0.08%
+9,264
309
$442K 0.08%
+16,178
310
$436K 0.08%
+7,404
311
$434K 0.08%
+39,345
312
$434K 0.08%
+12,370
313
$433K 0.08%
+9,297
314
$432K 0.08%
+29,180
315
$428K 0.08%
+6,625
316
$428K 0.08%
4,609
+532
317
$427K 0.08%
+15,328
318
$418K 0.08%
+8,675
319
$416K 0.08%
+9,523
320
$412K 0.07%
+5,327
321
$412K 0.07%
+2,186
322
$408K 0.07%
+10,461
323
$408K 0.07%
+13,415
324
$406K 0.07%
+18,835
325
$398K 0.07%
13,979
-5,519