FC
FORA Capital Portfolio holdings
AUM
$901M
1-Year Return
36.51%
This Quarter Return
-5.54%
1 Year Return
+36.51%
3 Year Return
+97.39%
5 Year Return
+233.5%
10 Year Return
–
AUM
$986M
AUM Growth
+$112M
(+13%)
Cap. Flow
+$144M
Cap. Flow
% of AUM
14.56%
Top 10 Holdings %
Top 10 Hldgs %
15.13%
Holding
670
New
300
Increased
81
Reduced
103
Closed
186
Top Buys
| 1 |
Cisco
CSCO
|
+$17.3M |
| 2 |
Microsoft
MSFT
|
+$17.2M |
| 3 |
GE Vernova
GEV
|
+$16.6M |
| 4 |
Oracle
ORCL
|
+$14.5M |
| 5 |
Walmart
WMT
|
+$14.3M |
Top Sells
| 1 |
Netflix
NFLX
|
+$13.8M |
| 2 |
Arista Networks
ANET
|
+$9.83M |
| 3 |
Qualcomm
QCOM
|
+$9.8M |
| 4 |
Constellation Brands
STZ
|
+$9.63M |
| 5 |
D.R. Horton
DHI
|
+$9.16M |
Sector Composition
| 1 | Technology | 27.71% |
| 2 | Industrials | 13.66% |
| 3 | Financials | 12.36% |
| 4 | Consumer Discretionary | 10.44% |
| 5 | Healthcare | 9.24% |
