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
$620M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.81M
3
+$9.71M
4
MDT icon
Medtronic
MDT
+$9.63M
5
VZ icon
Verizon
VZ
+$9.57M

Top Sells

1
+$7.99M
2
+$7.18M
3
+$6.68M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$5.96M
5
CHTR icon
Charter Communications
CHTR
+$5.95M

Sector Composition

1 Healthcare 16.88%
2 Technology 16.04%
3 Financials 14.74%
4 Industrials 14.48%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$258K 0.04%
+427
402
$258K 0.04%
+7,100
403
$256K 0.04%
+5,087
404
$255K 0.04%
7,538
-499
405
$252K 0.04%
3,566
-2,275
406
$251K 0.04%
854
-1,827
407
$251K 0.04%
+11,105
408
$250K 0.04%
+791
409
$248K 0.04%
+1,541
410
$245K 0.04%
+1,386
411
$243K 0.04%
6,112
-68
412
$242K 0.04%
435
-5,357
413
$239K 0.04%
+4,731
414
$238K 0.04%
+5,199
415
$238K 0.04%
2,119
-1,123
416
$238K 0.04%
+9,384
417
$237K 0.04%
+2,386
418
$236K 0.04%
+1,488
419
$236K 0.04%
+4,271
420
$233K 0.04%
915
-1,107
421
$231K 0.04%
+8,379
422
$230K 0.04%
+2,758
423
$230K 0.04%
+1,913
424
$226K 0.04%
3,960
-6,534
425
$224K 0.04%
3,298
-897
15 16
17
18 19