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
526
$145K 0.03%
+10,981
527
$143K 0.03%
1,555
+42
528
$143K 0.03%
2,530
-13,991
529
$143K 0.03%
3,518
+1,914
530
$143K 0.03%
+5,293
531
$142K 0.03%
+14,032
532
$141K 0.03%
+9,466
533
$141K 0.03%
+2,982
534
$140K 0.03%
4,876
+1,482
535
$139K 0.03%
+2,280
536
$138K 0.03%
+11,314
537
$138K 0.03%
3,831
+2,575
538
$136K 0.03%
2,366
+987
539
$135K 0.03%
+3,817
540
$135K 0.03%
+2,707
541
$135K 0.03%
+4,225
542
$134K 0.03%
+6,988
543
$134K 0.03%
2,650
-14,047
544
$133K 0.03%
15,150
+4,157
545
$133K 0.03%
11,215
-104,860
546
$133K 0.03%
948
-4,230
547
$132K 0.03%
+19,121
548
$132K 0.03%
+6,463
549
$131K 0.03%
+4,896
550
$130K 0.03%
+1,593
20 21
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