FC
FORA Capital Portfolio holdings
AUM
$566M
1-Year Est. Return
54.6%
1 Year Est. Return
+54.6%
AUM
$566M
AUM Growth
-$335M
(-37%)
Holding
705
Top Buys
| 1 | +$12.4M | |
| 2 | +$12.1M | |
| 3 | +$6.71M | |
| 4 |
Coca-Cola
KO
|
+$5.99M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$5.93M |
Top Sells
| 1 | +$16.2M | |
| 2 | +$16.2M | |
| 3 | +$16M | |
| 4 |
GE Aerospace
GE
|
+$15.7M |
| 5 |
Intuit
INTU
|
+$13.9M |
Sector Composition
| 1 | Technology | 25.83% |
| 2 | Financials | 13.7% |
| 3 | Industrials | 11.02% |
| 4 | Communication Services | 9.94% |
| 5 | Consumer Discretionary | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Equitable Holdings
EQH
$13.8B
| – | – |
-6,192
|
|
||
702
Equinor
EQNR
$57.3B
| – | – |
-36,425
|
|
||
703
Etsy
ETSY
$5.24B
| – | – |
-80,144
|
|
||
|
ETWO
704
DELISTED
E2open Parent Holdings
ETWO
| – | – |
-17,399
|
|
||
705
F5
FFIV
$15.3B
| – | – |
-4,201
|
|