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
601
$132K 0.02%
+4,089
602
$132K 0.02%
1,943
-1,345
603
$131K 0.02%
+8,175
604
$131K 0.02%
+2,998
605
$130K 0.02%
3,582
+2,939
606
$130K 0.02%
+3,132
607
$130K 0.02%
+2,421
608
$130K 0.02%
+3,199
609
$129K 0.02%
+1,887
610
$129K 0.02%
+2,571
611
$129K 0.02%
+40,730
612
$128K 0.02%
755
+209
613
$128K 0.02%
+10,943
614
$126K 0.02%
2,038
+1,129
615
$126K 0.02%
+7,444
616
$126K 0.02%
+9,723
617
$125K 0.02%
2,956
+268
618
$125K 0.02%
+3,937
619
$124K 0.02%
+2,924
620
$123K 0.02%
+5,700
621
$123K 0.02%
+2,430
622
$123K 0.02%
+8,253
623
$122K 0.02%
876
-23,008
624
$120K 0.02%
+3,272
625
$120K 0.02%
+12,732
23 24
25
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