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
576
$115K 0.02%
5,239
+3,292
577
$115K 0.02%
6,654
-21,005
578
$115K 0.02%
+9,720
579
$114K 0.02%
+3,382
580
$114K 0.02%
+24,434
581
$113K 0.02%
+8,127
582
$113K 0.02%
+1,641
583
$113K 0.02%
+5,045
584
$113K 0.02%
2,800
+1,832
585
$112K 0.02%
+2,394
586
$112K 0.02%
+2,187
587
$110K 0.02%
+5,520
588
$110K 0.02%
+4,495
589
$110K 0.02%
3,382
-21,884
590
$108K 0.02%
+5,801
591
$108K 0.02%
+3,517
592
$107K 0.02%
+5,929
593
$107K 0.02%
+15,024
594
$106K 0.02%
+1,188
595
$106K 0.02%
+26,528
596
$106K 0.02%
+13,501
597
$105K 0.02%
+2,591
598
$105K 0.02%
3,825
-34,294
599
$104K 0.02%
705
-10,057
600
$104K 0.02%
2,248
-49,415
22 23
24
25 26