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
$850M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.4M
3
+$11.9M
4
QCOM icon
Qualcomm
QCOM
+$11.6M
5
CRM icon
Salesforce
CRM
+$11.6M

Top Sells

1
+$13.7M
2
+$12.3M
3
+$12.1M
4
SPGI icon
S&P Global
SPGI
+$9.39M
5
SHW icon
Sherwin-Williams
SHW
+$8.85M

Sector Composition

1 Technology 18.35%
2 Industrials 16.66%
3 Healthcare 14.88%
4 Consumer Discretionary 11.72%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$248K 0.03%
+8,934
377
$244K 0.03%
+16,203
378
$243K 0.03%
+6,687
379
$242K 0.03%
+14,860
380
$241K 0.03%
+2,710
381
$240K 0.03%
+6,704
382
$238K 0.03%
+4,503
383
$237K 0.03%
+11,189
384
$237K 0.03%
+3,064
385
$237K 0.03%
+3,424
386
$235K 0.03%
963
-19,084
387
$235K 0.03%
+1,134
388
$233K 0.03%
+14,125
389
$231K 0.03%
+2,781
390
$231K 0.03%
1,783
-515
391
$230K 0.03%
+1,773
392
$226K 0.03%
1,842
-2,398
393
$225K 0.03%
+7,367
394
$223K 0.03%
+2,785
395
$217K 0.03%
+3,732
396
$213K 0.03%
+2,655
397
$211K 0.02%
+5,300
398
$210K 0.02%
+4,319
399
$209K 0.02%
4,599
-259
400
$209K 0.02%
+5,237
14 15
16
17 18