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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$343K 0.05%
2,587
+1,872
377
$342K 0.05%
19,001
+16,028
378
$337K 0.05%
+890
379
$336K 0.05%
+8,942
380
$336K 0.05%
3,644
+2,408
381
$336K 0.05%
2,194
+92
382
$336K 0.05%
+3,314
383
$335K 0.05%
+6,725
384
$334K 0.05%
+2,105
385
$330K 0.05%
3,373
+1,761
386
$330K 0.05%
7,279
+6,486
387
$329K 0.05%
+15,477
388
$327K 0.05%
+9,854
389
$326K 0.05%
+8,122
390
$324K 0.05%
2,849
+1,951
391
$322K 0.05%
+17,919
392
$322K 0.05%
+4,892
393
$320K 0.05%
+10,114
394
$316K 0.05%
2,319
+922
395
$316K 0.05%
3,500
+1,570
396
$314K 0.05%
1,596
-2,636
397
$313K 0.05%
6,868
+5,968
398
$313K 0.05%
+2,944
399
$313K 0.05%
1,267
+514
400
$313K 0.05%
11,590
+7,754
14 15
16
17 18