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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$259K 0.04%
+1,656
452
$259K 0.04%
+3,804
453
$259K 0.04%
5,695
+5,079
454
$257K 0.04%
8,927
+5,405
455
$254K 0.04%
+7,037
456
$252K 0.04%
+2,964
457
$252K 0.04%
562
-3,343
458
$252K 0.04%
2,774
+380
459
$252K 0.04%
+77
460
$252K 0.04%
+8,449
461
$250K 0.04%
+5,355
462
$249K 0.04%
+12,391
463
$249K 0.04%
+4,685
464
$248K 0.04%
+6,661
465
$248K 0.04%
+5,760
466
$246K 0.04%
6,254
+2,420
467
$246K 0.04%
+3,801
468
$245K 0.04%
+5,999
469
$245K 0.04%
+9,737
470
$244K 0.04%
+5,881
471
$243K 0.04%
+19,878
472
$239K 0.04%
+178
473
$238K 0.04%
2,541
+1,576
474
$238K 0.04%
+6,874
475
$238K 0.04%
3,445
+2,410
17 18
19
20 21