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
51
$2.59M 0.39%
+15,364
52
$2.51M 0.38%
+51,021
53
$2.46M 0.37%
+49,068
54
$2.44M 0.37%
+13,381
55
$2.41M 0.37%
+38,727
56
$2.38M 0.36%
15,546
+15,029
57
$2.35M 0.36%
+22,015
58
$2.26M 0.35%
15,576
+12,803
59
$2.23M 0.34%
+132,742
60
$2.23M 0.34%
+40,096
61
$2.22M 0.34%
4,158
+3,397
62
$2.21M 0.34%
+85,031
63
$2.15M 0.33%
+41,654
64
$2.12M 0.32%
+42,348
65
$2.12M 0.32%
+30,985
66
$2.12M 0.32%
8,828
+4,256
67
$2.11M 0.32%
+54,555
68
$2.1M 0.32%
+46,989
69
$2.1M 0.32%
+109,270
70
$2.06M 0.31%
+68,055
71
$2.06M 0.31%
+4,551
72
$2.06M 0.31%
6,734
+6,144
73
$2.06M 0.31%
+49,085
74
$1.98M 0.3%
+14,488
75
$1.96M 0.3%
+31,919
1 2
3
4 5