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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$440K 0.04%
+6,354
377
$439K 0.04%
+9,067
378
$433K 0.04%
+7,709
379
$431K 0.04%
6,158
-665
380
$429K 0.04%
+2,814
381
$428K 0.04%
+3,708
382
$420K 0.04%
+6,910
383
$419K 0.04%
6,169
+2,162
384
$418K 0.04%
+3,736
385
$413K 0.04%
10,947
-4,169
386
$412K 0.04%
+17,100
387
$409K 0.04%
22,910
+9,502
388
$408K 0.04%
+28,171
389
$405K 0.04%
+12,699
390
$402K 0.04%
+5,508
391
$400K 0.04%
1,921
-1,177
392
$396K 0.04%
+9,669
393
$396K 0.04%
+6,841
394
$396K 0.04%
+9,688
395
$392K 0.04%
+14,646
396
$389K 0.04%
+8,981
397
$388K 0.04%
809
-760
398
$386K 0.04%
+8,747
399
$383K 0.04%
+13,988
400
$383K 0.04%
2,703
-184
14 15
16
17 18