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
$850M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$13.4M
3 +$11.9M
4
QCOM icon
Qualcomm
QCOM
+$11.6M
5
CRM icon
Salesforce
CRM
+$11.6M

Top Sells

1 +$13.7M
2 +$12.3M
3 +$12.1M
4
SPGI icon
S&P Global
SPGI
+$9.39M
5
SHW icon
Sherwin-Williams
SHW
+$8.85M

Sector Composition

1 Technology 18.35%
2 Industrials 16.66%
3 Healthcare 14.88%
4 Consumer Discretionary 11.72%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-13,935
602
-14,309
603
-6,801
604
-20,861
605
-13,016
606
-5,021
607
-4,638