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FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-17,793
502
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503
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-7,063
504
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-16,999
505
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-3,043
506
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-2,649
507
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-14,809
508
– –
-1,394
509
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-12,853
510
– –
-9,656
511
– –
-12,792
512
– –
-52,261
513
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-23,451
514
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-14,912
515
– –
-11,990
516
– –
-12,099
517
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-10,255
518
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-3,312
519
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-140,275
520
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-14,815
521
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-4,660
522
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-2,749
523
– –
-14,231
524
– –
-3,918
525
– –
-93,189
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