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
651
$106K 0.02%
+2,110
652
$106K 0.02%
+4,854
653
$106K 0.02%
+2,655
654
$105K 0.02%
+2,802
655
$105K 0.02%
+87
656
$105K 0.02%
+14,574
657
$105K 0.02%
+4,126
658
$104K 0.02%
+4,350
659
$103K 0.02%
+3,055
660
$103K 0.02%
1,852
+1,279
661
$103K 0.02%
+6,752
662
$102K 0.02%
+4,032
663
$102K 0.02%
866
-4,231
664
$102K 0.02%
+5,209
665
$101K 0.02%
5,849
+2,667
666
$101K 0.02%
2,571
+509
667
$101K 0.02%
1,241
-163
668
$101K 0.02%
+468
669
$100K 0.02%
+2,108
670
$99K 0.02%
+2,577
671
$99K 0.02%
+4,944
672
$99K 0.02%
+1,961
673
$98K 0.02%
+5,581
674
$98K 0.02%
+5,508
675
$97K 0.01%
+3,065