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
676
$97K 0.01%
+4,383
677
$97K 0.01%
+563
678
$97K 0.01%
2,338
+187
679
$96K 0.01%
+1,905
680
$95K 0.01%
+2,127
681
$95K 0.01%
+4,907
682
$95K 0.01%
3,088
+2,067
683
$94K 0.01%
+3,147
684
$94K 0.01%
+1,619
685
$94K 0.01%
+1,593
686
$93K 0.01%
+2,105
687
$93K 0.01%
+5,108
688
$92K 0.01%
+2,231
689
$92K 0.01%
+1,126
690
$91K 0.01%
+726
691
$91K 0.01%
1,939
+1,291
692
$91K 0.01%
+2,961
693
$89K 0.01%
+2,376
694
$89K 0.01%
+1,491
695
$89K 0.01%
+5,036
696
$86K 0.01%
+2,379
697
$85K 0.01%
+3,850
698
$85K 0.01%
+1,599
699
$84K 0.01%
763
+578
700
$84K 0.01%
511
-1,177