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
501
$159K 0.03%
+2,681
502
$158K 0.03%
+25,096
503
$158K 0.03%
1,515
-602
504
$158K 0.03%
3,246
+1,757
505
$157K 0.03%
+2,274
506
$157K 0.03%
+13,468
507
$157K 0.03%
+2,693
508
$156K 0.03%
+3,946
509
$156K 0.03%
+23,065
510
$155K 0.03%
+19,032
511
$155K 0.03%
+7,932
512
$155K 0.03%
+1,294
513
$154K 0.03%
+2,179
514
$154K 0.03%
+2,857
515
$152K 0.03%
+5,863
516
$152K 0.03%
3,408
-881
517
$152K 0.03%
14,897
+3,768
518
$151K 0.03%
+3,391
519
$150K 0.03%
1,925
-26,042
520
$149K 0.03%
4,557
-3,520
521
$148K 0.03%
+3,507
522
$148K 0.03%
+9,229
523
$147K 0.03%
2,543
-2,363
524
$147K 0.03%
+3,299
525
$146K 0.03%
+1,016
19 20
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