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
$874M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$15M
3
+$13.8M
4
AMAT icon
Applied Materials
AMAT
+$13.6M
5
MCHP icon
Microchip Technology
MCHP
+$11M

Top Sells

1
+$25.1M
2
+$15.1M
3
+$14.3M
4
BA icon
Boeing
BA
+$14.2M
5
CRM icon
Salesforce
CRM
+$11.8M

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 16.23%
3 Industrials 12.69%
4 Financials 12.06%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$347K 0.04%
+1,123
302
$340K 0.04%
+1,456
303
$337K 0.04%
5,262
-6,562
304
$328K 0.04%
+3,739
305
$327K 0.04%
+1,855
306
$312K 0.04%
+2,897
307
$312K 0.04%
4,064
-8,871
308
$296K 0.03%
+3,504
309
$291K 0.03%
+28,437
310
$284K 0.03%
+6,630
311
$280K 0.03%
+5,506
312
$279K 0.03%
24,802
-42,819
313
$276K 0.03%
8,670
+844
314
$272K 0.03%
+15,758
315
$267K 0.03%
1,555
-2,664
316
$265K 0.03%
+8,304
317
$264K 0.03%
+3,494
318
$264K 0.03%
11,621
-1,145
319
$263K 0.03%
+15,585
320
$258K 0.03%
+1,177
321
$258K 0.03%
19,387
-267,385
322
$251K 0.03%
+40,532
323
$251K 0.03%
+6,717
324
$249K 0.03%
+4,534
325
$248K 0.03%
+854
11 12
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