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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1 +$7.63M
2 +$7.06M
3 +$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1 +$7.34M
2 +$6.76M
3 +$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$397K 0.07%
+7,367
327
$397K 0.07%
+6,635
328
$396K 0.07%
+2,133
329
$392K 0.07%
+7,657
330
$392K 0.07%
+4,309
331
$391K 0.07%
+1,156
332
$390K 0.07%
+4,609
333
$384K 0.07%
+34,466
334
$383K 0.07%
+9,311
335
$380K 0.07%
4,570
+1,808
336
$379K 0.07%
+2,558
337
$378K 0.07%
+13,245
338
$378K 0.07%
+7,819
339
$377K 0.07%
+7,562
340
$376K 0.07%
+7,389
341
$375K 0.07%
+2,467
342
$369K 0.07%
+28,100
343
$366K 0.07%
+1,752
344
$365K 0.07%
+7,250
345
$364K 0.07%
+4,380
346
$361K 0.07%
+7,621
347
$361K 0.07%
+7,792
348
$361K 0.07%
+9,157
349
$360K 0.06%
+7,736
350
$358K 0.06%
4,631
+1,227