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
326
$607K 0.06%
+5,489
327
$607K 0.06%
+6,287
328
$604K 0.06%
+23,231
329
$587K 0.06%
8,244
+1,017
330
$584K 0.06%
+5,739
331
$580K 0.06%
+3,154
332
$576K 0.06%
+10,673
333
$575K 0.06%
6,488
+23
334
$565K 0.06%
8,103
-2,462
335
$562K 0.06%
+9,518
336
$561K 0.06%
+7,404
337
$554K 0.06%
+8,127
338
$549K 0.06%
2,943
-4,767
339
$548K 0.05%
+6,620
340
$547K 0.05%
2,697
-127
341
$545K 0.05%
+15,557
342
$544K 0.05%
7,686
+3,138
343
$537K 0.05%
+8,115
344
$526K 0.05%
9,106
+4,097
345
$523K 0.05%
+17,363
346
$522K 0.05%
+7,911
347
$519K 0.05%
+7,185
348
$518K 0.05%
+17,189
349
$518K 0.05%
9,665
-2,688
350
$516K 0.05%
4,502
-7,297
12 13
14
15 16