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
626
$119K 0.02%
+2,203
627
$118K 0.02%
+3,862
628
$118K 0.02%
1,181
-1,090
629
$118K 0.02%
+4,538
630
$117K 0.02%
+1,520
631
$117K 0.02%
+3,606
632
$117K 0.02%
+6,161
633
$115K 0.02%
+414
634
$115K 0.02%
+3,919
635
$115K 0.02%
+450
636
$114K 0.02%
+1,026
637
$112K 0.02%
+4,824
638
$111K 0.02%
+2,395
639
$111K 0.02%
+3,629
640
$111K 0.02%
+6,017
641
$110K 0.02%
+3,258
642
$110K 0.02%
+2,594
643
$110K 0.02%
817
-152
644
$110K 0.02%
+3,060
645
$110K 0.02%
+3,165
646
$110K 0.02%
+5,300
647
$110K 0.02%
4,076
-1,645
648
$109K 0.02%
2,308
-3,415
649
$108K 0.02%
+6,216
650
$108K 0.02%
+4,220
24 25
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