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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1 +$7.63M
2 +$7.06M
3 +$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1 +$7.34M
2 +$6.76M
3 +$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$280K 0.05%
+2,833
402
$280K 0.05%
+8,005
403
$277K 0.05%
+4,255
404
$277K 0.05%
+17,375
405
$277K 0.05%
+3,375
406
$274K 0.05%
+4,468
407
$274K 0.05%
+2,312
408
$273K 0.05%
+11,158
409
$273K 0.05%
+2,991
410
$271K 0.05%
4,773
-14
411
$270K 0.05%
+2,879
412
$269K 0.05%
+1,455
413
$269K 0.05%
+11,701
414
$269K 0.05%
+7,284
415
$268K 0.05%
+3,119
416
$268K 0.05%
+6,602
417
$267K 0.05%
+8,227
418
$267K 0.05%
+2,806
419
$266K 0.05%
511
-2,891
420
$262K 0.05%
+4,965
421
$261K 0.05%
+8,602
422
$261K 0.05%
+11,606
423
$260K 0.05%
+5,226
424
$259K 0.05%
+1,799
425
$258K 0.05%
+2,573