FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$986M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17.2M
3
+$16.6M
4
ORCL icon
Oracle
ORCL
+$14.5M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$14.3M

Top Sells

1
+$13.8M
2
+$9.83M
3
+$9.8M
4
STZ icon
Constellation Brands
STZ
+$9.63M
5
DHI icon
D.R. Horton
DHI
+$9.16M

Sector Composition

1 Technology 27.71%
2 Industrials 13.66%
3 Financials 12.36%
4 Consumer Discretionary 10.44%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$243K 0.02%
981
-7,443
427
$243K 0.02%
+2,464
428
$235K 0.02%
+47,869
429
$235K 0.02%
+9,457
430
$228K 0.02%
+12,515
431
$228K 0.02%
+7,759
432
$227K 0.02%
730
-11,075
433
$227K 0.02%
+27,905
434
$227K 0.02%
+6,947
435
$226K 0.02%
+9,308
436
$225K 0.02%
+32,193
437
$223K 0.02%
+5,907
438
$222K 0.02%
+1,970
439
$221K 0.02%
+5,223
440
$210K 0.02%
+9,793
441
$210K 0.02%
+1,075
442
$209K 0.02%
7,673
-6,114
443
$209K 0.02%
+7,351
444
$204K 0.02%
3,093
+403
445
$200K 0.02%
+6,903
446
$180K 0.02%
21,946
+11,317
447
$178K 0.02%
+19,031
448
$177K 0.02%
+32,903
449
$173K 0.02%
+25,884
450
$170K 0.02%
+23,967
16 17
18
19 20