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
$620M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.81M
3
+$9.71M
4
MDT icon
Medtronic
MDT
+$9.63M
5
VZ icon
Verizon
VZ
+$9.57M

Top Sells

1
+$7.99M
2
+$7.18M
3
+$6.68M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$5.96M
5
CHTR icon
Charter Communications
CHTR
+$5.95M

Sector Composition

1 Healthcare 16.88%
2 Technology 16.04%
3 Financials 14.74%
4 Industrials 14.48%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 0.79%
14,681
-3,653
27
$4.87M 0.79%
20,336
-11,668
28
$4.68M 0.76%
+14,359
29
$4.57M 0.74%
+53,788
30
$4.53M 0.73%
+59,210
31
$4.5M 0.73%
+21,610
32
$4.44M 0.72%
13,197
+4,051
33
$4.11M 0.66%
+63,444
34
$4.03M 0.65%
+43,201
35
$3.79M 0.61%
+36,444
36
$3.76M 0.61%
27,728
+19,416
37
$3.74M 0.6%
50,109
+27,178
38
$3.72M 0.6%
15,108
+535
39
$3.62M 0.58%
+24,139
40
$3.6M 0.58%
+25,462
41
$3.6M 0.58%
+36,298
42
$3.55M 0.57%
+57,104
43
$3.55M 0.57%
14,875
-1,057
44
$3.46M 0.56%
41,361
-8,480
45
$3.4M 0.55%
+21,045
46
$3.38M 0.55%
10,231
+9,178
47
$3.33M 0.54%
15,735
+1,724
48
$3.28M 0.53%
+8,700
49
$3.28M 0.53%
+14,847
50
$3.17M 0.51%
+21,598
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