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
576
$147K 0.02%
2,560
+1,910
577
$146K 0.02%
+12,871
578
$145K 0.02%
+6,261
579
$144K 0.02%
1,962
-39
580
$144K 0.02%
7,261
+315
581
$143K 0.02%
+4,093
582
$143K 0.02%
+3,144
583
$141K 0.02%
+3,584
584
$141K 0.02%
+5,126
585
$140K 0.02%
+1,747
586
$139K 0.02%
803
+660
587
$138K 0.02%
+3,116
588
$137K 0.02%
+7,112
589
$136K 0.02%
+281
590
$136K 0.02%
2,718
+1,224
591
$136K 0.02%
4,860
+2,736
592
$134K 0.02%
+1,223
593
$134K 0.02%
+9,332
594
$134K 0.02%
+5,336
595
$133K 0.02%
+9,374
596
$133K 0.02%
+1,513
597
$133K 0.02%
+8,083
598
$133K 0.02%
+1,058
599
$132K 0.02%
+2,097
600
$132K 0.02%
1,384
-582