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
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 0.74%
+62,612
27
$3.68M 0.73%
44,814
-24,255
28
$3.56M 0.71%
+73,310
29
$3.55M 0.71%
+23,119
30
$3.46M 0.69%
+38,566
31
$3.44M 0.68%
+45,816
32
$3.37M 0.67%
+16,798
33
$3.37M 0.67%
9,210
-7,375
34
$3.35M 0.67%
12,074
+10,918
35
$3.2M 0.64%
+34,053
36
$3.13M 0.62%
+18,032
37
$3.13M 0.62%
+28,935
38
$3.11M 0.62%
+21,462
39
$3.08M 0.61%
+39,642
40
$3.06M 0.61%
+22,076
41
$3.06M 0.61%
+18,207
42
$3.05M 0.61%
63,705
+56,717
43
$3.05M 0.61%
+32,143
44
$3.04M 0.6%
+38,091
45
$2.9M 0.58%
12,758
+10,429
46
$2.84M 0.56%
+97,606
47
$2.74M 0.55%
+44,910
48
$2.69M 0.53%
11,956
+7,109
49
$2.68M 0.53%
18,992
+3,152
50
$2.67M 0.53%
19,186
-6,406
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