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
351
$369K 0.06%
5,908
+4,864
352
$368K 0.06%
+15,918
353
$368K 0.06%
+4,079
354
$367K 0.06%
8,004
+5,139
355
$366K 0.06%
+4,653
356
$366K 0.06%
+7,590
357
$364K 0.06%
+15,706
358
$360K 0.05%
12,997
+9,794
359
$358K 0.05%
768
+184
360
$357K 0.05%
3,558
+1,722
361
$357K 0.05%
+5,310
362
$355K 0.05%
728
+519
363
$355K 0.05%
+2,897
364
$355K 0.05%
4,712
+3,770
365
$355K 0.05%
+3,739
366
$354K 0.05%
+8,333
367
$352K 0.05%
16,575
-1,365
368
$351K 0.05%
+1,405
369
$351K 0.05%
4,268
+4,048
370
$350K 0.05%
+4,270
371
$348K 0.05%
+7,193
372
$348K 0.05%
+4,997
373
$344K 0.05%
3,452
+3,069
374
$344K 0.05%
4,511
+3,426
375
$344K 0.05%
+4,017
13 14
15
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