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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 0.7%
21,490
+16,579
27
$4.45M 0.68%
+18,921
28
$4.11M 0.63%
38,372
+34,642
29
$4.08M 0.62%
+39,075
30
$4.04M 0.62%
20,208
+18,649
31
$4.02M 0.61%
25,725
+24,426
32
$3.97M 0.61%
+61,303
33
$3.79M 0.58%
16,355
+4,279
34
$3.75M 0.57%
135,200
+100,700
35
$3.56M 0.54%
+95,496
36
$3.5M 0.53%
25,990
+20,516
37
$3.37M 0.51%
9,605
+3,605
38
$3.27M 0.5%
22,389
+22,015
39
$3.23M 0.49%
+68,340
40
$3.18M 0.49%
+37,880
41
$3.18M 0.48%
+36,830
42
$3.17M 0.48%
+24,943
43
$3.15M 0.48%
+47,873
44
$3.14M 0.48%
34,994
+32,003
45
$2.94M 0.45%
18,328
+15,670
46
$2.92M 0.44%
16,655
+5,409
47
$2.83M 0.43%
+21,790
48
$2.81M 0.43%
7,839
+6,871
49
$2.67M 0.41%
10,910
+10,577
50
$2.65M 0.4%
71,198
+62,896
1
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