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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.82M 0.78%
+73,523
27
$7.82M 0.78%
50,442
+38,204
28
$7.82M 0.78%
112,781
+103,336
29
$7.81M 0.78%
+9,504
30
$7.76M 0.78%
88,327
+62,175
31
$7.6M 0.76%
+200,481
32
$7.27M 0.73%
56,998
+8,852
33
$7.26M 0.73%
35,551
+19,816
34
$7.1M 0.71%
48,988
+12,624
35
$6.87M 0.69%
+52,725
36
$6.86M 0.69%
78,131
+24,343
37
$6.84M 0.68%
+176,751
38
$6.64M 0.66%
29,709
+26,137
39
$6.25M 0.63%
+16,181
40
$5.64M 0.56%
+84,866
41
$5.28M 0.53%
52,736
+17,685
42
$5.26M 0.53%
+84,765
43
$5.26M 0.53%
23,786
+18,115
44
$5.18M 0.52%
+31,182
45
$5.18M 0.52%
19,629
+14,100
46
$5.02M 0.5%
30,753
+12,853
47
$4.89M 0.49%
+52,642
48
$4.86M 0.49%
+34,253
49
$4.83M 0.48%
+21,178
50
$4.83M 0.48%
49,799
+43,505
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