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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.51%
+10,252
52
$2.75M 0.5%
15,737
+8,650
53
$2.69M 0.48%
+27,477
54
$2.68M 0.48%
+9,597
55
$2.65M 0.48%
+24,447
56
$2.65M 0.48%
+71,835
57
$2.59M 0.47%
25,608
+23,453
58
$2.58M 0.47%
+75,534
59
$2.57M 0.46%
32,612
+24,416
60
$2.48M 0.45%
+6,109
61
$2.43M 0.44%
+33,893
62
$2.4M 0.43%
17,283
+15,406
63
$2.33M 0.42%
+5,813
64
$2.31M 0.42%
+22,735
65
$2.3M 0.41%
39,952
+26,719
66
$2.29M 0.41%
+3,407
67
$2.28M 0.41%
34,828
+28,996
68
$2.21M 0.4%
15,840
+11,827
69
$2.13M 0.38%
+33,875
70
$2.13M 0.38%
+90,371
71
$2.12M 0.38%
22,594
+18,658
72
$2.1M 0.38%
25,723
+20,318
73
$2.07M 0.37%
11,736
+2,215
74
$2.05M 0.37%
+39,424
75
$2.03M 0.37%
5,310
-6
1 2
3
4 5