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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.05M
3
+$4.4M
4
UPST icon
Upstart Holdings
UPST
+$3.9M
5
LRCX icon
Lam Research
LRCX
+$3.03M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
OPTU
Optimum Communications Inc
OPTU
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-6,646
502
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503
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-5,425
504
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-19,746
505
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-11,104
506
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-5,877
507
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-11,582
508
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-5,531
509
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-1,366
510
– –
-9,351
511
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-4,421
512
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-5,496
513
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-2,066
514
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-21,035
515
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-5,006
516
– –
-2,371
517
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-2,586
518
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-5,318
519
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-5,009
520
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-2,254
521
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-5,143
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