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
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$230K 0.05%
+3,582
377
$229K 0.05%
8,440
+2,004
378
$228K 0.05%
+4,552
379
$227K 0.05%
+15,308
380
$225K 0.04%
+8,363
381
$224K 0.04%
+1,433
382
$224K 0.04%
3,932
-4,336
383
$223K 0.04%
+6,643
384
$222K 0.04%
4,570
-2,616
385
$222K 0.04%
+1,516
386
$222K 0.04%
+14,124
387
$219K 0.04%
+1,825
388
$219K 0.04%
3,105
-2,023
389
$219K 0.04%
+3,333
390
$218K 0.04%
+8,792
391
$217K 0.04%
+21,100
392
$216K 0.04%
3,305
-4,191
393
$216K 0.04%
+6,915
394
$215K 0.04%
3,180
-1,613
395
$214K 0.04%
2,457
-534
396
$214K 0.04%
+9,122
397
$213K 0.04%
+3,960
398
$211K 0.04%
+1,482
399
$209K 0.04%
+6,675
400
$207K 0.04%
+1,187
14 15
16
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