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
$620M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.81M
3
+$9.71M
4
MDT icon
Medtronic
MDT
+$9.63M
5
VZ icon
Verizon
VZ
+$9.57M

Top Sells

1
+$7.99M
2
+$7.18M
3
+$6.68M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$5.96M
5
CHTR icon
Charter Communications
CHTR
+$5.95M

Sector Composition

1 Healthcare 16.88%
2 Technology 16.04%
3 Financials 14.74%
4 Industrials 14.48%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.51%
+18,129
52
$3.05M 0.49%
35,051
-52,036
53
$2.96M 0.48%
+24,223
54
$2.86M 0.46%
+10,906
55
$2.82M 0.46%
+47,837
56
$2.81M 0.45%
+17,900
57
$2.72M 0.44%
+8,724
58
$2.71M 0.44%
23,972
+2,792
59
$2.71M 0.44%
+14,428
60
$2.7M 0.44%
+11,715
61
$2.62M 0.42%
+26,152
62
$2.56M 0.41%
+11,032
63
$2.54M 0.41%
+5,469
64
$2.54M 0.41%
41,321
+30,979
65
$2.53M 0.41%
20,776
+6,733
66
$2.47M 0.4%
+28,639
67
$2.44M 0.39%
+20,379
68
$2.39M 0.39%
11,662
-1,037
69
$2.33M 0.38%
+43,545
70
$2.32M 0.38%
+54,014
71
$2.31M 0.37%
14,314
+10,439
72
$2.3M 0.37%
17,847
+11,144
73
$2.3M 0.37%
3,505
+3,104
74
$2.18M 0.35%
10,772
+2,612
75
$2.16M 0.35%
+12,238
1 2
3
4 5