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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$514K 0.05%
+14,894
352
$512K 0.05%
+7,988
353
$509K 0.05%
3,969
+2,056
354
$500K 0.05%
2,688
-5,162
355
$499K 0.05%
+29,499
356
$499K 0.05%
+45,173
357
$491K 0.05%
+9,874
358
$491K 0.05%
+5,108
359
$490K 0.05%
13,693
-10,473
360
$490K 0.05%
5,501
-4,357
361
$489K 0.05%
+12,265
362
$485K 0.05%
6,745
+1,886
363
$484K 0.05%
4,392
-10,440
364
$480K 0.05%
+3,277
365
$467K 0.05%
+3,636
366
$462K 0.05%
+16,405
367
$461K 0.05%
+5,443
368
$460K 0.05%
+3,235
369
$453K 0.05%
+7,234
370
$448K 0.04%
2,744
-3,442
371
$445K 0.04%
+10,257
372
$444K 0.04%
+5,733
373
$443K 0.04%
+43,909
374
$441K 0.04%
+20,401
375
$441K 0.04%
+8,494
13 14
15
16 17