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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$233K 0.04%
+3,885
452
$233K 0.04%
+11,959
453
$232K 0.04%
+5,190
454
$232K 0.04%
3,200
+117
455
$231K 0.04%
+4,554
456
$229K 0.04%
+5,822
457
$228K 0.04%
+2,934
458
$227K 0.04%
+2,393
459
$226K 0.04%
975
-1,241
460
$226K 0.04%
+4,835
461
$225K 0.04%
+10,258
462
$224K 0.04%
+1,120
463
$223K 0.04%
+732
464
$223K 0.04%
+1,431
465
$223K 0.04%
+6,977
466
$222K 0.04%
+23,643
467
$220K 0.04%
+3,494
468
$218K 0.04%
+6,095
469
$218K 0.04%
+7,572
470
$218K 0.04%
+4,216
471
$217K 0.04%
2,448
-7,578
472
$216K 0.04%
+7,701
473
$213K 0.04%
445
-1,255
474
$212K 0.04%
+3,129
475
$212K 0.04%
+9,642
17 18
19
20 21