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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$204K 0.04%
+11,913
452
$204K 0.04%
+7,716
453
$203K 0.04%
3,733
-11,023
454
$202K 0.04%
2,338
-8,013
455
$199K 0.04%
+6,827
456
$197K 0.04%
11,448
+2,594
457
$196K 0.04%
+8,326
458
$196K 0.04%
16,884
+11,618
459
$196K 0.04%
+9,040
460
$194K 0.04%
+4,455
461
$193K 0.04%
+3,687
462
$192K 0.04%
+14,668
463
$191K 0.04%
+3,288
464
$190K 0.04%
+5,561
465
$190K 0.04%
+6,889
466
$190K 0.04%
+11,303
467
$189K 0.04%
+16,295
468
$189K 0.04%
1,971
-10,090
469
$189K 0.04%
12,351
-8,914
470
$188K 0.04%
8,801
+5,860
471
$188K 0.04%
+11,410
472
$187K 0.04%
+10,810
473
$185K 0.04%
+5,312
474
$183K 0.04%
17,315
-28,406
475
$182K 0.04%
14,669
+10,672
17 18
19
20 21