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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
426
$219K 0.04%
+2,782
427
$217K 0.04%
7,970
-214,143
428
$217K 0.04%
7,199
-3,916
429
$217K 0.04%
+5,036
430
$217K 0.04%
+5,016
431
$213K 0.04%
+905
432
$212K 0.04%
+1,876
433
$211K 0.04%
2,083
-9,809
434
$211K 0.04%
6,201
-38,944
435
$210K 0.04%
2,529
-45
436
$209K 0.04%
+10,533
437
$208K 0.04%
1,737
-1,319
438
$207K 0.04%
9,491
-5,807
439
$206K 0.04%
+18,573
440
$204K 0.04%
25,548
-17,755
441
$204K 0.04%
1,088
-8,262
442
$203K 0.04%
15,526
-17,446
443
$200K 0.04%
768
-2,796
444
$192K 0.03%
+12,166
445
$179K 0.03%
+13,997
446
$147K 0.03%
25,659
-38,191
447
$141K 0.02%
+13,391
448
$141K 0.02%
+40,509
449
$140K 0.02%
+10,547
450
$122K 0.02%
11,326
-26,288
16 17
18
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