FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$986M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17.2M
3
+$16.6M
4
ORCL icon
Oracle
ORCL
+$14.5M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$14.3M

Top Sells

1
+$13.8M
2
+$9.83M
3
+$9.8M
4
STZ icon
Constellation Brands
STZ
+$9.63M
5
DHI icon
D.R. Horton
DHI
+$9.16M

Sector Composition

1 Technology 27.71%
2 Industrials 13.66%
3 Financials 12.36%
4 Consumer Discretionary 10.44%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$156K 0.02%
+36,435
452
$154K 0.02%
+10,893
453
$151K 0.02%
+10,587
454
$150K 0.02%
+11,504
455
$131K 0.01%
+22,427
456
$127K 0.01%
+12,751
457
$126K 0.01%
+23,921
458
$121K 0.01%
+16,033
459
$117K 0.01%
+12,021
460
$111K 0.01%
+13,726
461
$103K 0.01%
+20,954
462
$102K 0.01%
+10,100
463
$96.2K 0.01%
19,838
+8,394
464
$86.2K 0.01%
18,772
-21,760
465
$84.6K 0.01%
+13,874
466
$84.6K 0.01%
+19,581
467
$83.4K 0.01%
+10,491
468
$79K 0.01%
+12,362
469
$74.8K 0.01%
10,181
-3,398
470
$69.5K 0.01%
+10,732
471
$67.6K 0.01%
+10,850
472
$66K 0.01%
+12,467
473
$62.8K 0.01%
+12,709
474
$60.5K 0.01%
+11,017
475
$59.7K 0.01%
+16,629
17 18
19
20 21