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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.48%
+37,841
52
$4.79M 0.48%
+10,373
53
$4.77M 0.48%
48,489
+37,525
54
$4.5M 0.45%
19,929
+8,897
55
$4.46M 0.45%
22,951
+8,104
56
$4.4M 0.44%
+78,617
57
$4.39M 0.44%
+39,638
58
$4.39M 0.44%
47,740
+39,446
59
$4.39M 0.44%
9,442
+7,763
60
$4.34M 0.43%
+54,501
61
$4.3M 0.43%
44,186
+35,074
62
$4.27M 0.43%
+67,526
63
$4.12M 0.41%
+100,741
64
$4.09M 0.41%
20,564
+8,902
65
$4.05M 0.41%
+16,425
66
$4.01M 0.4%
+63,806
67
$3.97M 0.4%
+60,784
68
$3.96M 0.4%
+29,528
69
$3.93M 0.39%
32,657
+8,434
70
$3.92M 0.39%
+24,863
71
$3.91M 0.39%
+23,628
72
$3.85M 0.39%
18,173
+3,065
73
$3.83M 0.38%
+69,835
74
$3.81M 0.38%
+38,919
75
$3.77M 0.38%
+22,098
1 2
3
4 5