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
$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 16.33%
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
501
$218K 0.03%
+8,726
502
$216K 0.03%
+13,578
503
$216K 0.03%
4,415
+3,440
504
$215K 0.03%
+2,970
505
$215K 0.03%
6,904
+5,245
506
$214K 0.03%
+2,941
507
$214K 0.03%
+6,541
508
$214K 0.03%
+7,207
509
$210K 0.03%
+9,695
510
$208K 0.03%
+4,543
511
$207K 0.03%
+4,991
512
$206K 0.03%
+7,546
513
$206K 0.03%
+5,353
514
$203K 0.03%
+4,865
515
$203K 0.03%
+7,713
516
$203K 0.03%
8,755
+4,910
517
$201K 0.03%
+5,118
518
$200K 0.03%
+3,791
519
$200K 0.03%
+10,177
520
$200K 0.03%
9,283
+5,103
521
$199K 0.03%
2,094
+1,778
522
$195K 0.03%
+942
523
$194K 0.03%
4,042
+2,207
524
$194K 0.03%
+4,880
525
$193K 0.03%
1,612
+371