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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$257K 0.05%
+6,402
427
$256K 0.05%
+7,845
428
$255K 0.05%
610
+149
429
$254K 0.05%
+6,614
430
$254K 0.05%
+6,694
431
$253K 0.05%
+6,556
432
$251K 0.05%
+2,186
433
$250K 0.05%
+10,795
434
$249K 0.04%
+4,067
435
$248K 0.04%
+8,662
436
$248K 0.04%
10,066
-5,586
437
$247K 0.04%
+6,651
438
$246K 0.04%
+11,720
439
$246K 0.04%
+1,537
440
$244K 0.04%
+7,270
441
$242K 0.04%
+5,550
442
$241K 0.04%
+9,028
443
$239K 0.04%
+16,583
444
$238K 0.04%
+6,699
445
$237K 0.04%
+2,923
446
$237K 0.04%
+2,221
447
$237K 0.04%
+1,284
448
$236K 0.04%
+1,993
449
$235K 0.04%
+3,464
450
$235K 0.04%
+6,250
16 17
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