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
$620M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.81M
3
+$9.71M
4
MDT icon
Medtronic
MDT
+$9.63M
5
VZ icon
Verizon
VZ
+$9.57M

Top Sells

1
+$7.99M
2
+$7.18M
3
+$6.68M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$5.96M
5
CHTR icon
Charter Communications
CHTR
+$5.95M

Sector Composition

1 Healthcare 16.88%
2 Technology 16.04%
3 Financials 14.74%
4 Industrials 14.48%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$286K 0.05%
+4,007
377
$286K 0.05%
3,131
-312
378
$286K 0.05%
+12,365
379
$285K 0.05%
3,088
+730
380
$284K 0.05%
+4,988
381
$284K 0.05%
+13,408
382
$283K 0.05%
5,681
-6,411
383
$280K 0.05%
+3,024
384
$280K 0.05%
+6,040
385
$278K 0.04%
+4,088
386
$274K 0.04%
+2,593
387
$274K 0.04%
3,090
+305
388
$274K 0.04%
+1,026
389
$274K 0.04%
+3,977
390
$272K 0.04%
6,801
-8,006
391
$272K 0.04%
5,967
-3,520
392
$270K 0.04%
+2,737
393
$267K 0.04%
+6,664
394
$263K 0.04%
1,433
-5,668
395
$263K 0.04%
+1,932
396
$262K 0.04%
+4,148
397
$261K 0.04%
+11,030
398
$260K 0.04%
+5,617
399
$259K 0.04%
1,845
-4,290
400
$258K 0.04%
4,106
-1,645
14 15
16
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