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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-2,229
402
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403
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-5,585
404
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405
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406
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-3,407
407
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-260,801
408
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-29,335
409
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-1,924
410
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-1,179
411
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-25,508
412
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-4,541
413
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-3,711
414
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-76,643
415
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-2,290
416
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-12,904
417
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-1,255
418
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419
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-14,034
420
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-4,492
421
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-3,649
422
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-1,188
423
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-18,274
424
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-37,952
425
– –
-3,937
15 16
17
18 19