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FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 0.78%
8,759
-24,466
27
$4.3M 0.76%
+220,146
28
$4.25M 0.75%
223,199
-122,521
29
$4.07M 0.72%
14,559
+11,187
30
$3.7M 0.65%
+48,500
31
$3.48M 0.62%
190,794
+158,626
32
$3.41M 0.6%
+14,848
33
$3.4M 0.6%
+19,951
34
$3.13M 0.55%
10,408
-52,351
35
$3.06M 0.54%
50,207
+19,151
36
$3.01M 0.53%
16,035
+13,552
37
$2.98M 0.53%
+29,341
38
$2.88M 0.51%
12,549
+11,397
39
$2.8M 0.49%
11,837
-1,925
40
$2.79M 0.49%
230,283
+215,541
41
$2.78M 0.49%
+3,004
42
$2.76M 0.49%
+22,994
43
$2.75M 0.49%
+53,360
44
$2.67M 0.47%
+28,463
45
$2.66M 0.47%
12,382
-18,643
46
$2.62M 0.46%
29,168
-78,414
47
$2.6M 0.46%
21,440
+16,284
48
$2.56M 0.45%
+27,405
49
$2.53M 0.45%
+23,291
50
$2.53M 0.45%
18,455
+12,692
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