FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.29%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$237K 0.04%
+11,962
477
$236K 0.04%
+3,038
478
$235K 0.04%
8,617
+7,845
479
$234K 0.04%
+2,650
480
$233K 0.04%
+16,774
481
$231K 0.04%
+16,748
482
$231K 0.04%
3,973
+1,527
483
$228K 0.03%
5,967
+1,636
484
$227K 0.03%
1,093
-583
485
$227K 0.03%
+8,395
486
$226K 0.03%
4,173
+3,654
487
$226K 0.03%
4,932
+1,638
488
$225K 0.03%
3,245
+2,445
489
$225K 0.03%
+10,959
490
$224K 0.03%
+1,701
491
$224K 0.03%
+2,595
492
$223K 0.03%
+455
493
$222K 0.03%
+14,730
494
$222K 0.03%
+7,162
495
$221K 0.03%
+18
496
$221K 0.03%
+3,037
497
$221K 0.03%
1,062
-341
498
$220K 0.03%
+4,234
499
$219K 0.03%
+9,397
500
$218K 0.03%
+8,726
18 19
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