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FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$252K 0.04%
3,156
-21,254
402
$251K 0.04%
+2,410
403
$251K 0.04%
4,798
-10,992
404
$251K 0.04%
+2,672
405
$250K 0.04%
2,948
-8,888
406
$248K 0.04%
1,271
-5,937
407
$248K 0.04%
+5,014
408
$247K 0.04%
3,344
-28,061
409
$245K 0.04%
5,132
+1,000
410
$245K 0.04%
7,283
-8,891
411
$245K 0.04%
+3,685
412
$244K 0.04%
1,298
-11,664
413
$242K 0.04%
+1,262
414
$242K 0.04%
3,650
-1,554
415
$240K 0.04%
11,752
-12,764
416
$240K 0.04%
+6,325
417
$237K 0.04%
2,087
-3,565
418
$236K 0.04%
+1,149
419
$234K 0.04%
855
-15,156
420
$228K 0.04%
+7,556
421
$227K 0.04%
+3,191
422
$225K 0.04%
+1,684
423
$224K 0.04%
+1,631
424
$220K 0.04%
+7,395
425
$219K 0.04%
9,436
-49,467
15 16
17
18 19