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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.4%
+24,541
52
$1.82M 0.39%
27,762
+14,443
53
$1.81M 0.39%
50,866
+48,448
54
$1.78M 0.38%
19,227
-2,163
55
$1.74M 0.37%
16,370
-306
56
$1.73M 0.37%
+30,802
57
$1.68M 0.36%
9,707
-6,903
58
$1.68M 0.36%
+34,971
59
$1.67M 0.36%
9,656
+1,590
60
$1.63M 0.35%
62,044
-4,234
61
$1.62M 0.35%
8,174
-10,844
62
$1.61M 0.35%
+5,580
63
$1.58M 0.34%
19,595
-51,116
64
$1.58M 0.34%
26,257
-12,120
65
$1.56M 0.34%
+45,977
66
$1.56M 0.34%
26,303
+8,177
67
$1.55M 0.34%
51,612
+6,146
68
$1.53M 0.33%
+47,427
69
$1.49M 0.32%
+117,984
70
$1.47M 0.32%
+12,847
71
$1.45M 0.31%
+8,064
72
$1.45M 0.31%
+9,259
73
$1.44M 0.31%
+17,374
74
$1.44M 0.31%
53,859
+45,309
75
$1.43M 0.31%
28,407
+20,073
1 2
3
4 5