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
551
$130K 0.03%
+929
552
$130K 0.03%
+6,348
553
$128K 0.03%
702
-66,115
554
$128K 0.03%
+3,172
555
$124K 0.03%
+5,175
556
$124K 0.03%
+8,108
557
$124K 0.03%
3,239
-2,399
558
$124K 0.03%
875
-1,153
559
$124K 0.03%
23,996
-32,019
560
$123K 0.03%
+12,495
561
$123K 0.03%
+11,867
562
$123K 0.03%
4,840
+551
563
$123K 0.03%
+15,235
564
$123K 0.03%
+25,615
565
$122K 0.03%
+15,370
566
$122K 0.03%
+4,023
567
$120K 0.03%
+2,252
568
$120K 0.03%
+6,354
569
$120K 0.03%
+25,406
570
$119K 0.03%
+36,877
571
$119K 0.03%
+1,076
572
$119K 0.03%
1,353
-4,809
573
$118K 0.03%
+4,233
574
$117K 0.03%
+2,550
575
$116K 0.03%
+956
21 22
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