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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$284K 0.04%
+12,563
427
$284K 0.04%
4,082
-2,664
428
$281K 0.04%
+3,469
429
$281K 0.04%
+5,729
430
$280K 0.04%
+9,967
431
$279K 0.04%
+2,748
432
$277K 0.04%
+6,562
433
$276K 0.04%
+1,009
434
$275K 0.04%
8,660
-8,556
435
$274K 0.04%
+3,773
436
$273K 0.04%
7,841
+6,736
437
$273K 0.04%
+3,873
438
$273K 0.04%
+16,822
439
$271K 0.04%
+2,279
440
$271K 0.04%
+11,264
441
$270K 0.04%
2,851
+1,671
442
$270K 0.04%
+6,657
443
$269K 0.04%
3,715
+3,036
444
$267K 0.04%
+1,765
445
$264K 0.04%
+10,484
446
$264K 0.04%
+2,198
447
$264K 0.04%
+15,390
448
$262K 0.04%
+6,033
449
$260K 0.04%
+5,466
450
$260K 0.04%
+8,099
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