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
$992M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$20.4M
3
+$19.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.1M
5
BA icon
Boeing
BA
+$14.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.72%
2 Consumer Staples 13.69%
3 Communication Services 11.37%
4 Healthcare 10.25%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.35%
+31,095
52
$3.4M 0.34%
+56,702
53
$3.39M 0.34%
+88,014
54
$3.39M 0.34%
+30,156
55
$3.37M 0.34%
+181,285
56
$3.36M 0.34%
+41,532
57
$3.32M 0.33%
+88,032
58
$3.31M 0.33%
+15,492
59
$3.29M 0.33%
+60,948
60
$3.29M 0.33%
+144,692
61
$3.27M 0.33%
+55,461
62
$3.21M 0.32%
+37,480
63
$3.19M 0.32%
+20,428
64
$3.18M 0.32%
+108,945
65
$3.13M 0.32%
+15,844
66
$3.11M 0.31%
+15,765
67
$3.1M 0.31%
+90,558
68
$3.03M 0.31%
+15,118
69
$3.01M 0.3%
+19,319
70
$2.99M 0.3%
+46,952
71
$2.99M 0.3%
+2,509
72
$2.93M 0.3%
+25,200
73
$2.92M 0.29%
+15,378
74
$2.9M 0.29%
+10,376
75
$2.9M 0.29%
+49,122
1 2
3
4 5