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
551
$168K 0.03%
+13,169
552
$166K 0.03%
+2,692
553
$164K 0.03%
3,969
+578
554
$164K 0.03%
+6,541
555
$162K 0.02%
2,108
-3,229
556
$162K 0.02%
+15,501
557
$160K 0.02%
+1,986
558
$158K 0.02%
1,965
-761
559
$157K 0.02%
+14,493
560
$157K 0.02%
+3,044
561
$156K 0.02%
4,727
+4,043
562
$155K 0.02%
+2,917
563
$153K 0.02%
+10,475
564
$153K 0.02%
1,328
-7,011
565
$153K 0.02%
+3,248
566
$153K 0.02%
+2,774
567
$153K 0.02%
+8,116
568
$152K 0.02%
+6,248
569
$152K 0.02%
+3,844
570
$151K 0.02%
+11,965
571
$151K 0.02%
+2,654
572
$150K 0.02%
1,343
+462
573
$150K 0.02%
+4,167
574
$150K 0.02%
4,452
-6,177
575
$149K 0.02%
+4,083
21 22
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