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
351
$358K 0.06%
+14,041
352
$356K 0.06%
+3,768
353
$353K 0.06%
+8,143
354
$350K 0.06%
+8,742
355
$350K 0.06%
+4,556
356
$350K 0.06%
+2,311
357
$346K 0.06%
+6,249
358
$342K 0.06%
+5,599
359
$341K 0.06%
+19,564
360
$340K 0.06%
+3,997
361
$337K 0.06%
+8,129
362
$334K 0.06%
+8,939
363
$331K 0.06%
+12,032
364
$330K 0.06%
7,734
+845
365
$330K 0.06%
+12,469
366
$330K 0.06%
+2,990
367
$329K 0.06%
+16,502
368
$327K 0.06%
+25,237
369
$327K 0.06%
+4,780
370
$325K 0.06%
1,015
-698
371
$323K 0.06%
+4,602
372
$320K 0.06%
2,361
-89
373
$320K 0.06%
11,250
-20,112
374
$319K 0.06%
+9,942
375
$315K 0.06%
+4,793
13 14
15
16 17