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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 0.67%
12,308
+10,329
27
$3.67M 0.66%
+21,002
28
$3.65M 0.66%
30,126
+24,791
29
$3.63M 0.66%
+5,250
30
$3.62M 0.65%
+97,611
31
$3.61M 0.65%
22,068
+18,100
32
$3.57M 0.64%
14,522
+10,201
33
$3.56M 0.64%
6,199
+4,231
34
$3.56M 0.64%
18,590
+14,847
35
$3.52M 0.63%
64,180
+15,840
36
$3.46M 0.62%
+14,291
37
$3.4M 0.61%
+58,304
38
$3.37M 0.61%
+30,685
39
$3.3M 0.59%
32,637
+11,270
40
$3.28M 0.59%
27,236
+18,331
41
$3.26M 0.59%
+35,386
42
$3.25M 0.59%
11,229
+9,297
43
$3.24M 0.58%
31,736
+24,136
44
$3.1M 0.56%
+6,065
45
$3.08M 0.56%
+53,605
46
$3.06M 0.55%
38,673
+18,430
47
$3.02M 0.54%
+21,135
48
$3.01M 0.54%
42,836
+30,515
49
$2.96M 0.53%
+13,621
50
$2.84M 0.51%
+21,506
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