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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$182K 0.04%
1,173
-1,371
477
$181K 0.04%
+3,041
478
$179K 0.04%
+16,188
479
$178K 0.04%
1,443
-2,169
480
$177K 0.04%
2,208
-11,453
481
$176K 0.04%
+4,714
482
$174K 0.04%
3,474
-751
483
$173K 0.04%
13,727
+10,839
484
$173K 0.04%
+41,134
485
$172K 0.04%
+1,197
486
$172K 0.04%
+21,279
487
$169K 0.04%
+21,979
488
$168K 0.04%
+5,339
489
$168K 0.04%
+4,073
490
$167K 0.04%
2,362
-16,366
491
$166K 0.04%
4,064
-21,773
492
$166K 0.04%
12,854
+6,992
493
$166K 0.04%
6,256
-7,331
494
$166K 0.04%
+5,745
495
$165K 0.04%
+29,405
496
$164K 0.04%
+13,100
497
$163K 0.04%
1,634
-7,928
498
$163K 0.04%
+22,956
499
$162K 0.04%
+4,358
500
$161K 0.03%
+17,932
18 19
20
21 22