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FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.43%
50,171
-31,606
52
$2.34M 0.41%
27,681
+6,344
53
$2.33M 0.41%
23,778
-5,230
54
$2.31M 0.41%
+15,850
55
$2.31M 0.41%
11,447
+9,693
56
$2.3M 0.41%
4,619
-3,078
57
$2.28M 0.4%
80,388
-42,889
58
$2.27M 0.4%
+17,927
59
$2.21M 0.39%
118,049
-7,711
60
$2.2M 0.39%
100,135
-52,602
61
$2.19M 0.39%
9,303
-16,931
62
$2.19M 0.39%
+26,567
63
$2.17M 0.38%
+281,361
64
$2.16M 0.38%
29,558
+4,279
65
$2.15M 0.38%
+60,628
66
$2.09M 0.37%
+9,285
67
$2.07M 0.37%
+2,177
68
$2.06M 0.36%
+82,890
69
$2.02M 0.36%
+29,592
70
$2M 0.35%
4,935
-28,773
71
$1.95M 0.35%
+8,115
72
$1.95M 0.34%
+71,430
73
$1.95M 0.34%
12,198
-3,572
74
$1.91M 0.34%
+21,775
75
$1.9M 0.34%
+9,851
1 2
3
4 5