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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.56%
42,896
-79,772
27
$2.57M 0.56%
3,041
+532
28
$2.52M 0.54%
+79,753
29
$2.49M 0.54%
+71,370
30
$2.48M 0.53%
+62,545
31
$2.45M 0.53%
27,174
-26,302
32
$2.39M 0.52%
69,298
+1,431
33
$2.36M 0.51%
19,481
+9,404
34
$2.31M 0.5%
+41,408
35
$2.29M 0.5%
+22,748
36
$2.29M 0.49%
7,234
-1,791
37
$2.26M 0.49%
48,546
+33,393
38
$2.25M 0.49%
17,170
+6
39
$2.25M 0.49%
72,590
+2,107
40
$2.25M 0.49%
30,608
-605
41
$2.15M 0.46%
15,893
+12,299
42
$2.14M 0.46%
15,857
+13,098
43
$2.08M 0.45%
24,841
+19,551
44
$2.04M 0.44%
59,699
+54,656
45
$2.03M 0.44%
40,596
-38,016
46
$1.95M 0.42%
29,372
-32,194
47
$1.93M 0.42%
+21,564
48
$1.88M 0.41%
+34,743
49
$1.86M 0.4%
21,754
+20,185
50
$1.84M 0.4%
38,931
+20,028
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