FC
FORA Capital Portfolio holdings
AUM
$827M
1-Year Est. Return
47.72%
This Fund
S&P 500
1 Year Est. Return
+47.72%
AUM
$827M
AUM Growth
+$261M
(+46%)
Holding
687
Top Buys
| 1 | +$16M | |
| 2 | +$14M | |
| 3 | +$12.4M | |
| 4 |
Caterpillar
CAT
|
+$12.3M |
| 5 |
Iris Energy
IREN
|
+$11.5M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$12.1M | |
| 3 | +$9.92M | |
| 4 |
lululemon athletica
LULU
|
+$6.96M |
| 5 |
Coca-Cola
KO
|
+$5.99M |
Sector Composition
| 1 | Technology | 25.79% |
| 2 | Financials | 16.62% |
| 3 | Industrials | 13.59% |
| 4 | Communication Services | 10.97% |
| 5 | Healthcare | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Brinker International
EAT
$6.09B
| – | – |
-8,253
|
|
||
677
Equifax
EFX
$23.6B
| – | – |
-2,264
|
|
||
678
Equity Lifestyle Properties
ELS
$13.1B
| – | – |
-4,914
|
|
||
679
Eastman Chemical
EMN
$7.89B
| – | – |
-8,577
|
|
||
680
Emerson Electric
EMR
$78.7B
| – | – |
-12,501
|
|
||
681
Enterprise Products Partners
EPD
$79.4B
| – | – |
-43,654
|
|
||
682
Essential Properties Realty Trust
EPRT
$7.08B
| – | – |
-7,395
|
|
||
683
Equity Residential
EQR
$23.2B
| – | – |
-14,934
|
|
||
684
Energy Transfer Partners
ET
$63B
| – | – |
-34,704
|
|
||
685
Entergy
ETR
$47.5B
| – | – |
-6,613
|
|
||
686
Expedia Group
EXPE
$28.4B
| – | – |
-1,536
|
|
||
687
Extra Space Storage
EXR
$31B
| – | – |
-6,858
|
|