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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.73%
+20,243
27
$1.84M 0.72%
+7,139
28
$1.83M 0.71%
7,087
-3,988
29
$1.81M 0.7%
6,199
-707
30
$1.76M 0.68%
26,430
-720
31
$1.71M 0.66%
+3,402
32
$1.69M 0.66%
5,674
-1,589
33
$1.68M 0.65%
5,234
-4,020
34
$1.66M 0.65%
12,184
+6,914
35
$1.64M 0.64%
+18,302
36
$1.62M 0.63%
15,810
+3,455
37
$1.57M 0.61%
9,521
-483
38
$1.54M 0.6%
1,824
+1,006
39
$1.52M 0.59%
5,208
+699
40
$1.52M 0.59%
+55,205
41
$1.51M 0.58%
8,461
-3,457
42
$1.5M 0.58%
+10,400
43
$1.44M 0.56%
10,660
+2,424
44
$1.44M 0.56%
+3,098
45
$1.43M 0.56%
16,396
+8,145
46
$1.36M 0.53%
+5,734
47
$1.32M 0.51%
+12,772
48
$1.3M 0.51%
+11,752
49
$1.3M 0.5%
5,909
-17
50
$1.28M 0.5%
+4,204
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