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
$874M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$15M
3 +$13.8M
4
AMAT icon
Applied Materials
AMAT
+$13.6M
5
MCHP icon
Microchip Technology
MCHP
+$11M

Top Sells

1 +$25.1M
2 +$15.1M
3 +$14.3M
4
BA icon
Boeing
BA
+$14.2M
5
CRM icon
Salesforce
CRM
+$11.8M

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 16.23%
3 Industrials 12.69%
4 Financials 12.06%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-10,069
627
-14,529
628
-13,242
629
-5,407
630
-21,402
631
-10,176