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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$253K 0.03%
+2,838
452
$250K 0.03%
+5,368
453
$250K 0.03%
+3,561
454
$250K 0.03%
+14,959
455
$247K 0.02%
+7,587
456
$247K 0.02%
+5,812
457
$247K 0.02%
+8,138
458
$246K 0.02%
+7,776
459
$245K 0.02%
3,644
-1,454
460
$243K 0.02%
2,619
-4,318
461
$242K 0.02%
16,238
+3,220
462
$242K 0.02%
+2,997
463
$240K 0.02%
+3,756
464
$240K 0.02%
+6,068
465
$236K 0.02%
+8,043
466
$234K 0.02%
+7,635
467
$234K 0.02%
+5,192
468
$231K 0.02%
+13,122
469
$229K 0.02%
+2,934
470
$227K 0.02%
+7,025
471
$226K 0.02%
4,895
-3,096
472
$222K 0.02%
2,067
-10,233
473
$221K 0.02%
+11,229
474
$220K 0.02%
+3,425
475
$220K 0.02%
+8,864
17 18
19
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