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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$271K 0.06%
+25,083
377
$271K 0.06%
+4,097
378
$269K 0.06%
+17,296
379
$268K 0.06%
+12,255
380
$268K 0.06%
+53,324
381
$266K 0.06%
+4,347
382
$265K 0.06%
+45,572
383
$262K 0.06%
+6,219
384
$262K 0.06%
3,514
-2,896
385
$262K 0.06%
+26,693
386
$261K 0.06%
14,412
+7,509
387
$261K 0.06%
+49,375
388
$260K 0.06%
7,180
+2,347
389
$259K 0.06%
+11,342
390
$259K 0.06%
6,669
-13,249
391
$255K 0.06%
+2,387
392
$254K 0.05%
+5,746
393
$253K 0.05%
17,519
+3,192
394
$252K 0.05%
3,316
-3,476
395
$252K 0.05%
+19,787
396
$252K 0.05%
+3,919
397
$251K 0.05%
15,508
-3,239
398
$250K 0.05%
+12,809
399
$249K 0.05%
+5,111
400
$249K 0.05%
49,142
+45,234
14 15
16
17 18