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FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$338K 0.06%
+4,146
352
$337K 0.06%
+6,541
353
$333K 0.06%
+4,570
354
$333K 0.06%
+5,184
355
$329K 0.06%
720
-19,299
356
$328K 0.06%
+1,536
357
$324K 0.06%
659
-664
358
$322K 0.06%
+6,904
359
$320K 0.06%
+3,574
360
$318K 0.06%
3,082
-1,269
361
$318K 0.06%
4,787
-4,774
362
$317K 0.06%
564
-2,503
363
$315K 0.06%
6,024
-2,858
364
$314K 0.06%
13,511
-45,834
365
$313K 0.06%
+2,997
366
$311K 0.06%
+7,935
367
$308K 0.05%
+466
368
$307K 0.05%
1,513
-4,162
369
$305K 0.05%
+8,757
370
$303K 0.05%
2,994
-5,749
371
$299K 0.05%
36,708
-50,935
372
$298K 0.05%
4,914
-4,500
373
$297K 0.05%
+6,369
374
$296K 0.05%
254
-2,815
375
$294K 0.05%
+2,429
13 14
15
16 17