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
526
$192K 0.03%
+10,757
527
$189K 0.03%
+3,954
528
$187K 0.03%
+879
529
$187K 0.03%
3,806
+1,122
530
$186K 0.03%
+12,711
531
$186K 0.03%
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532
$185K 0.03%
+14,899
533
$184K 0.03%
+9,481
534
$182K 0.03%
+12,468
535
$181K 0.03%
+7,319
536
$178K 0.03%
+4,488
537
$177K 0.03%
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538
$177K 0.03%
+2,048
539
$175K 0.03%
+2,524
540
$174K 0.03%
+10,842
541
$174K 0.03%
+2,305
542
$174K 0.03%
+4,177
543
$174K 0.03%
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544
$173K 0.03%
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545
$172K 0.03%
1,478
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546
$172K 0.03%
2,230
+1,462
547
$171K 0.03%
2,012
+1,812
548
$170K 0.03%
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549
$170K 0.03%
+3,816
550
$169K 0.03%
+3,833