FC

FORA Capital Portfolio holdings

AUM $827M
1-Year Est. Return 47.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$12M
3 +$8.39M
4
PG icon
Procter & Gamble
PG
+$8.08M
5
XOM icon
Exxon Mobil
XOM
+$7.93M

Top Sells

1 +$7.37M
2 +$7.35M
3 +$7.06M
4
UNP icon
Union Pacific
UNP
+$6.56M
5
LIN icon
Linde
LIN
+$5.91M

Sector Composition

1 Technology 17.77%
2 Healthcare 14.2%
3 Industrials 12.52%
4 Financials 9.85%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-11,837
627
-65,455
628
-11,532
629
-2,504
630
-20,564
631
-5,364
632
-9,832
633
-21,772
634
-4,139
635
-3,960