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
$620M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.81M
3
+$9.71M
4
MDT icon
Medtronic
MDT
+$9.63M
5
VZ icon
Verizon
VZ
+$9.57M

Top Sells

1
+$7.99M
2
+$7.18M
3
+$6.68M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$5.96M
5
CHTR icon
Charter Communications
CHTR
+$5.95M

Sector Composition

1 Healthcare 16.88%
2 Technology 16.04%
3 Financials 14.74%
4 Industrials 14.48%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$314K 0.05%
+10,128
352
$313K 0.05%
+572
353
$312K 0.05%
+3,413
354
$311K 0.05%
+2,852
355
$311K 0.05%
+800
356
$307K 0.05%
+6,110
357
$304K 0.05%
+7,180
358
$301K 0.05%
+3,950
359
$300K 0.05%
+8,574
360
$296K 0.05%
+10,986
361
$296K 0.05%
+2,091
362
$295K 0.05%
+6,041
363
$294K 0.05%
+4,726
364
$292K 0.05%
+4,133
365
$291K 0.05%
8,070
-3,284
366
$291K 0.05%
1,276
-2,806
367
$291K 0.05%
+2,772
368
$290K 0.05%
+857
369
$289K 0.05%
998
-2,691
370
$288K 0.05%
+6,751
371
$288K 0.05%
+5,641
372
$287K 0.05%
+5,013
373
$286K 0.05%
+4,548
374
$286K 0.05%
+11,043
375
$286K 0.05%
+4,573
13 14
15
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