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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$703K 0.07%
+9,331
302
$702K 0.07%
2,294
-5,384
303
$700K 0.07%
+5,870
304
$690K 0.07%
+9,498
305
$686K 0.07%
12,681
-9,051
306
$679K 0.07%
+5,584
307
$679K 0.07%
+19,961
308
$677K 0.07%
+22,486
309
$675K 0.07%
4,472
-858
310
$675K 0.07%
+15,204
311
$666K 0.07%
+15,747
312
$665K 0.07%
+7,680
313
$661K 0.07%
11,758
+608
314
$650K 0.07%
+11,678
315
$637K 0.06%
4,828
+2,737
316
$636K 0.06%
+5,956
317
$632K 0.06%
14,921
-4,973
318
$629K 0.06%
+11,755
319
$628K 0.06%
+2,992
320
$626K 0.06%
+22,017
321
$625K 0.06%
+19,667
322
$621K 0.06%
+17,326
323
$620K 0.06%
6,185
+610
324
$610K 0.06%
+21,638
325
$610K 0.06%
+9,566
11 12
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