We are live on ! Find out more
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
$901M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.4M
3
+$13.8M
4
NFLX icon
Netflix
NFLX
+$13.7M
5
NVDA icon
NVIDIA
NVDA
+$12.8M

Top Sells

1
+$17.4M
2
+$17.3M
3
+$15.3M
4
CVX icon
Chevron
CVX
+$14.7M
5
WMT icon
Walmart Inc
WMT
+$14.3M

Sector Composition

1 Technology 29.98%
2 Industrials 17.5%
3 Consumer Discretionary 12.37%
4 Financials 9.62%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-5,746
702
– –
-34,700
703
– –
-10,893
704
– –
-5,342
705
– –
-32,080
706
– –
-35,845
707
– –
-7,374
708
– –
-25,103
709
– –
-46,038
710
– –
-11,077
711
– –
-23,895
712
– –
-21,265
713
– –
-53,448
714
– –
-19,838
715
– –
-21,784
716
– –
-6,819
717
– –
-2,648
718
– –
-19,581
719
– –
-5,223
720
– –
-170,679
721
– –
-101,898
722
– –
-54,598
723
– –
-19,568
724
– –
-38,783
725
– –
-111,630
26 27 28
29
30