FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.29%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$72K 0.01%
+2,191
727
$71K 0.01%
+836
728
$70K 0.01%
+1,549
729
$70K 0.01%
+3,692
730
$69K 0.01%
5,452
+2,454
731
$69K 0.01%
+2,109
732
$68K 0.01%
+6,601
733
$68K 0.01%
+818
734
$67K 0.01%
1,591
+956
735
$67K 0.01%
+6,834
736
$66K 0.01%
869
-1,487
737
$66K 0.01%
+499
738
$65K 0.01%
5,831
739
$64K 0.01%
+1,766
740
$64K 0.01%
+2,772
741
$63K 0.01%
+405
742
$63K 0.01%
+2,306
743
$63K 0.01%
+1,930
744
$63K 0.01%
+4,333
745
$63K 0.01%
+2,269
746
$62K 0.01%
+3,469
747
$62K 0.01%
1,241
-649
748
$62K 0.01%
+2,069
749
$62K 0.01%
+813
750
$61K 0.01%
+5,145
28 29
30
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