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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.5%
1,968
-3,914
52
$1.28M 0.5%
+25,609
53
$1.26M 0.49%
22,768
+15,238
54
$1.25M 0.49%
8,040
+2,900
55
$1.25M 0.49%
8,905
-14,838
56
$1.22M 0.47%
13,108
-30,939
57
$1.18M 0.46%
6,326
-926
58
$1.16M 0.45%
5,780
+700
59
$1.15M 0.45%
5,168
+938
60
$1.15M 0.44%
4,563
+3,238
61
$1.14M 0.44%
+3,205
62
$1.14M 0.44%
+17,173
63
$1.13M 0.44%
+2,881
64
$1.12M 0.44%
12,831
-24,248
65
$1.12M 0.44%
31,362
+10,690
66
$1.1M 0.43%
+3,121
67
$1.09M 0.42%
+7,012
68
$1.06M 0.41%
1,587
+822
69
$1.04M 0.41%
9,005
-17,148
70
$1.04M 0.4%
2,681
-665
71
$1.04M 0.4%
+10,816
72
$1.04M 0.4%
+19,975
73
$1.02M 0.4%
12,917
+7,962
74
$1.02M 0.4%
21,690
+840
75
$1.01M 0.39%
1,918
-1,422
1 2
3
4 5