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
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.53%
45,882
+36,687
52
$2.55M 0.51%
+12,817
53
$2.44M 0.49%
5,123
+3,610
54
$2.4M 0.48%
+6,833
55
$2.36M 0.47%
+13,167
56
$2.31M 0.46%
25,359
+18,787
57
$2.31M 0.46%
+41,116
58
$2.31M 0.46%
25,426
-5,259
59
$2.27M 0.45%
+72,977
60
$2.27M 0.45%
38,351
+31,418
61
$2.25M 0.45%
+26,284
62
$2.22M 0.44%
21,199
+64
63
$2.21M 0.44%
31,499
+21,095
64
$2.2M 0.44%
26,455
+21,844
65
$2.19M 0.43%
+20,936
66
$2.18M 0.43%
+31,259
67
$2.18M 0.43%
11,952
+5,367
68
$2.17M 0.43%
+19,459
69
$2.16M 0.43%
32,928
+27,239
70
$2.16M 0.43%
+13,834
71
$2.11M 0.42%
+13,744
72
$2.1M 0.42%
+24,813
73
$2.08M 0.41%
60,428
-15,106
74
$2.08M 0.41%
+8,778
75
$2.08M 0.41%
16,256
-27,004
1 2
3
4 5