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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$375K 0.04%
+14,365
402
$372K 0.04%
+7,057
403
$371K 0.04%
8,850
+2,738
404
$371K 0.04%
+7,597
405
$370K 0.04%
+6,301
406
$367K 0.04%
9,638
-10,001
407
$367K 0.04%
+2,713
408
$364K 0.04%
+3,374
409
$362K 0.04%
+4,379
410
$357K 0.04%
+13,015
411
$353K 0.04%
+10,581
412
$352K 0.04%
3,397
+1,460
413
$352K 0.04%
+9,965
414
$352K 0.04%
+2,631
415
$350K 0.04%
8,524
-23,226
416
$348K 0.03%
2,934
-237
417
$342K 0.03%
+4,480
418
$341K 0.03%
+16,533
419
$336K 0.03%
+9,656
420
$331K 0.03%
+1,785
421
$329K 0.03%
+4,478
422
$321K 0.03%
+11,103
423
$318K 0.03%
+11,194
424
$318K 0.03%
10,742
-301
425
$316K 0.03%
+4,161
15 16
17
18 19