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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$403K 0.06%
+12,648
327
$402K 0.06%
+12,985
328
$401K 0.06%
+14,699
329
$398K 0.06%
2,486
+884
330
$398K 0.06%
+2,326
331
$398K 0.06%
+33,946
332
$398K 0.06%
7,707
+5,937
333
$397K 0.06%
+4,824
334
$391K 0.06%
+13,567
335
$390K 0.06%
+4,861
336
$390K 0.06%
8,665
+4,514
337
$390K 0.06%
+2,591
338
$390K 0.06%
+24,971
339
$390K 0.06%
6,625
+2,881
340
$390K 0.06%
+12,452
341
$388K 0.06%
+10,691
342
$387K 0.06%
+16,451
343
$377K 0.06%
+3,490
344
$377K 0.06%
+5,197
345
$377K 0.06%
+4,823
346
$377K 0.06%
+8,549
347
$376K 0.06%
13,459
+11,035
348
$375K 0.06%
+18,782
349
$375K 0.06%
+9,403
350
$373K 0.06%
+12,400
12 13
14
15 16