FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$7.49M
3
+$7.26M
4
INTC icon
Intel
INTC
+$6.8M
5
RBLX icon
Roblox
RBLX
+$6.65M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.21%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.9%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
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653
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-6,546
654
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655
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656
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657
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-798
658
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-9,005
659
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660
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-13,032
661
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-8,690
662
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663
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-4,576
664
– –
-17,173
665
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-5,909
666
– –
-19,975
667
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-3,571
668
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-7,775
669
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-1,634
670
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-4,467
671
– –
-3,030
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