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
601
$104K 0.02%
+10,560
602
$103K 0.02%
+4,522
603
$103K 0.02%
+3,617
604
$102K 0.02%
+1,638
605
$102K 0.02%
3,513
-3,451
606
$102K 0.02%
+1,906
607
$101K 0.02%
+3,887
608
$101K 0.02%
+7,606
609
$101K 0.02%
+2,753
610
$101K 0.02%
1,961
-795
611
$101K 0.02%
4,551
+2,151
612
$100K 0.02%
+12,315
613
$100K 0.02%
791
+348
614
$99K 0.02%
+5,050
615
$99K 0.02%
+1,335
616
$98K 0.02%
+12,771
617
$98K 0.02%
+1,522
618
$98K 0.02%
+3,035
619
$98K 0.02%
+19,128
620
$96K 0.02%
+640
621
$96K 0.02%
+3,728
622
$95K 0.02%
+1,647
623
$95K 0.02%
1,428
-7,080
624
$95K 0.02%
+4,926
625
$94K 0.02%
+8,740
23 24
25
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