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FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$451K 0.08%
+31,093
302
$448K 0.08%
24,459
-18,140
303
$447K 0.08%
3,652
+995
304
$445K 0.08%
26,267
-88,697
305
$442K 0.08%
+8,578
306
$442K 0.08%
13,714
-42,746
307
$439K 0.08%
5,261
-50,392
308
$432K 0.08%
7,148
-5,407
309
$430K 0.08%
2,177
+996
310
$430K 0.08%
+10,729
311
$414K 0.07%
6,043
-1,039
312
$412K 0.07%
6,246
-7,284
313
$412K 0.07%
5,617
-8,234
314
$410K 0.07%
3,229
-4,174
315
$409K 0.07%
+2,566
316
$408K 0.07%
1,051
+154
317
$407K 0.07%
+23,221
318
$406K 0.07%
3,822
-13,723
319
$406K 0.07%
+661
320
$406K 0.07%
+11,876
321
$405K 0.07%
7,353
+417
322
$405K 0.07%
+1,158
323
$395K 0.07%
+9,751
324
$394K 0.07%
3,441
-9,384
325
$391K 0.07%
+3,401
11 12
13
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