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
$521M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.8M
3
+$7.59M
4
PG icon
Procter & Gamble
PG
+$7.18M
5
BIIB icon
Biogen
BIIB
+$6.68M

Top Sells

1
+$7.37M
2
+$7.35M
3
+$7.06M
4
UNP icon
Union Pacific
UNP
+$6.56M
5
LIN icon
Linde
LIN
+$5.91M

Sector Composition

1 Technology 17.77%
2 Healthcare 14.2%
3 Industrials 12.52%
4 Financials 9.85%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.47%
28,869
-2,630
52
$2.42M 0.47%
+82,396
53
$2.42M 0.46%
+6,650
54
$2.35M 0.45%
20,913
+12,382
55
$2.33M 0.45%
17,278
-4,798
56
$2.31M 0.44%
+23,272
57
$2.31M 0.44%
12,759
+807
58
$2.3M 0.44%
+12,699
59
$2.21M 0.42%
+59,076
60
$2.21M 0.42%
+15,849
61
$2.18M 0.42%
24,169
-9,884
62
$2.14M 0.41%
14,340
+4,714
63
$2.13M 0.41%
+38,884
64
$2.1M 0.4%
+81,551
65
$2.1M 0.4%
19,410
+17,141
66
$2.09M 0.4%
7,152
+2,447
67
$2.06M 0.4%
35,907
+15,402
68
$2.06M 0.39%
+21,180
69
$2.01M 0.39%
49,763
+1,848
70
$2.01M 0.39%
5,581
+1,090
71
$2M 0.38%
+41,582
72
$1.95M 0.37%
11,395
+8,989
73
$1.94M 0.37%
31,802
-23,038
74
$1.93M 0.37%
+21,229
75
$1.9M 0.36%
22,931
+9,661
1 2
3
4 5