FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$205K 0.04%
+3,711
402
$204K 0.04%
+2,847
403
$201K 0.04%
+8,351
404
– –
-4,309
405
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-53,605
406
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-40,677
407
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-7,404
408
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-8,131
409
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-38,451
410
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-11,158
411
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-17,932
412
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-5,277
413
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-15,467
414
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-16,502
415
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-36,571
416
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-18,227
417
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-5,158
418
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-4,780
419
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-11,782
420
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-11,250
421
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-4,231
422
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-5,250
423
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-6,098
424
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-6,224
425
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-34,466
15 16
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