FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$367K 0.07%
5,456
+129
302
$366K 0.07%
+6,996
303
$366K 0.07%
+3,833
304
$362K 0.07%
+1,525
305
$362K 0.07%
3,716
-12,670
306
$360K 0.07%
+566
307
$354K 0.07%
17,301
+8,699
308
$353K 0.07%
+3,426
309
$353K 0.07%
2,835
+568
310
$352K 0.07%
+10,121
311
$350K 0.07%
5,894
-2,581
312
$350K 0.07%
+5,082
313
$350K 0.07%
4,683
-174
314
$347K 0.07%
8,148
-9,588
315
$345K 0.07%
2,641
-2,974
316
$343K 0.07%
+9,660
317
$343K 0.07%
1,825
-137
318
$337K 0.07%
+11,837
319
$333K 0.07%
+12,071
320
$333K 0.07%
+3,764
321
$329K 0.07%
+5,791
322
$325K 0.06%
+4,966
323
$324K 0.06%
+6,235
324
$322K 0.06%
+2,462
325
$322K 0.06%
+5,884
11 12
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