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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
326
$390K 0.07%
1,494
-12,761
327
$383K 0.07%
+3,429
328
$381K 0.07%
+4,494
329
$381K 0.07%
14,081
-31,664
330
$380K 0.07%
11,433
+3,311
331
$378K 0.07%
+16,641
332
$377K 0.07%
+5,140
333
$370K 0.07%
19,717
-137,680
334
$369K 0.07%
30,844
-110,793
335
$369K 0.07%
+8,182
336
$369K 0.07%
3,507
-7,242
337
$368K 0.07%
2,422
-7,238
338
$367K 0.06%
+2,180
339
$366K 0.06%
+2,337
340
$365K 0.06%
+4,301
341
$365K 0.06%
4,380
+904
342
$364K 0.06%
+4,362
343
$363K 0.06%
+3,599
344
$360K 0.06%
+1,286
345
$358K 0.06%
+5,827
346
$352K 0.06%
+5,257
347
$350K 0.06%
7,952
+1,898
348
$346K 0.06%
2,461
-50,416
349
$346K 0.06%
+4,577
350
$345K 0.06%
3,090
-9,111
12 13
14
15 16