We are live on ! Find out more
FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$121K 0.02%
+12,326
452
$98.6K 0.02%
13,655
-491,531
453
$96.4K 0.02%
13,010
-46,548
454
$93.8K 0.02%
+13,085
455
$65K 0.01%
+12,396
456
$63.1K 0.01%
1,268
-10,450
457
– –
-58,673
458
– –
-695
459
– –
-19,484
460
– –
-14,564
461
– –
-24,287
462
– –
-11,557
463
– –
-34,008
464
– –
-4,787
465
– –
-18,619
466
– –
-9,755
467
– –
-4,649
468
– –
-16,317
469
– –
-5,329
470
– –
-35,603
471
– –
-778
472
– –
-5,141
473
– –
-12,064
474
– –
-3,538
475
– –
-19,090
17 18
19
20 21