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
426
$314K 0.03%
+7,818
427
$311K 0.03%
1,397
-13,478
428
$309K 0.03%
+5,078
429
$308K 0.03%
+8,041
430
$302K 0.03%
+4,538
431
$295K 0.03%
+7,600
432
$293K 0.03%
+11,770
433
$291K 0.03%
+5,018
434
$288K 0.03%
+3,111
435
$286K 0.03%
+4,524
436
$282K 0.03%
+2,321
437
$282K 0.03%
+6,996
438
$277K 0.03%
+2,934
439
$277K 0.03%
1,345
-4,446
440
$277K 0.03%
+9,401
441
$276K 0.03%
8,530
-44
442
$269K 0.03%
+6,771
443
$268K 0.03%
7,499
-1,182
444
$263K 0.03%
+7,619
445
$262K 0.03%
+23,005
446
$261K 0.03%
5,054
-4,713
447
$261K 0.03%
1,824
-2,478
448
$256K 0.03%
+5,033
449
$256K 0.03%
+2,816
450
$254K 0.03%
+5,982
16 17
18
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