FC

FORA Capital Portfolio holdings

AUM $827M
1-Year Est. Return 47.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$901M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.4M
3
+$13.8M
4
NFLX icon
Netflix
NFLX
+$13.7M
5
NVDA icon
NVIDIA
NVDA
+$12.8M

Top Sells

1
+$17.4M
2
+$17.3M
3
+$15.3M
4
CVX icon
Chevron
CVX
+$14.7M
5
WMT icon
Walmart Inc
WMT
+$14.3M

Sector Composition

1 Technology 29.98%
2 Industrials 17.5%
3 Consumer Discretionary 12.37%
4 Financials 9.62%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$56.2K 0.01%
+17,399
477
$47K 0.01%
+10,103
478
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-26,176
479
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-95,064
480
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-64,138
481
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-16,106
482
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-60,291
483
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-19,031
484
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-4,940
485
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-6,098
486
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487
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-8,624
488
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-27,160
489
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-26,965
490
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-5,223
491
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-74,765
492
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493
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-7,374
494
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-25,103
495
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-46,038
496
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-11,077
497
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-23,895
498
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-21,265
499
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-53,448
500
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-54,598
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