FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$271K 0.05%
1,865
-1,123
352
$268K 0.05%
+12,032
353
$264K 0.05%
2,694
-2,905
354
$264K 0.05%
+6,133
355
$263K 0.05%
+1,472
356
$263K 0.05%
+4,738
357
$259K 0.05%
10,838
+3,564
358
$259K 0.05%
+3,666
359
$259K 0.05%
+8,234
360
$258K 0.05%
+8,358
361
$257K 0.05%
+9,544
362
$257K 0.05%
+762
363
$254K 0.05%
+4,066
364
$253K 0.05%
+1,250
365
$252K 0.05%
+3,517
366
$251K 0.05%
+2,269
367
$249K 0.05%
1,873
-8,179
368
$249K 0.05%
+8,662
369
$248K 0.05%
2,669
+276
370
$242K 0.05%
+8,474
371
$242K 0.05%
7,244
-6,458
372
$235K 0.05%
+8,960
373
$233K 0.05%
+7,906
374
$233K 0.05%
3,182
-688
375
$230K 0.05%
+5,258
13 14
15
16 17