FC
FORA Capital Portfolio holdings
AUM
$901M
1-Year Return
36.51%
This Quarter Return
+22.2%
1 Year Return
+36.51%
3 Year Return
+97.39%
5 Year Return
+233.5%
10 Year Return
–
AUM
$901M
AUM Growth
-$85.4M
(-8.7%)
Cap. Flow
-$156M
Cap. Flow
% of AUM
-17.35%
Top 10 Holdings %
Top 10 Hldgs %
17.52%
Holding
749
New
265
Increased
99
Reduced
113
Closed
272
Top Buys
| 1 |
Netflix
NFLX
|
+$16.2M |
| 2 |
GE Aerospace
GE
|
+$16.2M |
| 3 |
NVIDIA
NVDA
|
+$16.1M |
| 4 |
Apple
AAPL
|
+$16M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$13.8M |
Top Sells
| 1 |
Oracle
ORCL
|
+$17.4M |
| 2 |
Cisco
CSCO
|
+$17.3M |
| 3 |
SoFi Technologies
SOFI
|
+$16.7M |
| 4 |
Marvell Technology
MRVL
|
+$15.3M |
| 5 |
Chevron
CVX
|
+$14.7M |
Sector Composition
| 1 | Technology | 29.98% |
| 2 | Industrials | 17.5% |
| 3 | Consumer Discretionary | 12.37% |
| 4 | Financials | 9.62% |
| 5 | Healthcare | 6.99% |
