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FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$293K 0.05%
2,960
-15,278
377
$289K 0.05%
+959
378
$288K 0.05%
+14,886
379
$285K 0.05%
+7,046
380
$285K 0.05%
22,430
-28,929
381
$284K 0.05%
+1,983
382
$284K 0.05%
3,900
-1,983
383
$283K 0.05%
+593
384
$282K 0.05%
+8,466
385
$279K 0.05%
+4,454
386
$276K 0.05%
2,841
+495
387
$274K 0.05%
+1,840
388
$274K 0.05%
+2,212
389
$273K 0.05%
1,177
-87
390
$268K 0.05%
9,480
-29,456
391
$267K 0.05%
2,184
-12,302
392
$264K 0.05%
3,979
-5,257
393
$263K 0.05%
+9,255
394
$261K 0.05%
+3,892
395
$261K 0.05%
+12,903
396
$259K 0.05%
10,060
-25,392
397
$256K 0.05%
+2,306
398
$256K 0.05%
+4,077
399
$256K 0.05%
20,882
+1,942
400
$255K 0.05%
2,389
-5,283
14 15
16
17 18