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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$54K 0.01%
+5,192
752
$54K 0.01%
+238
753
$54K 0.01%
+4,535
754
$53K 0.01%
666
-40,584
755
$53K 0.01%
1,735
-4,402
756
$53K 0.01%
+7,576
757
$53K 0.01%
4,594
+197
758
$53K 0.01%
+7,135
759
$53K 0.01%
+4,700
760
$53K 0.01%
+3,675
761
$53K 0.01%
+3,819
762
$52K 0.01%
+7,374
763
$52K 0.01%
2,103
-57,299
764
$52K 0.01%
+3,546
765
$52K 0.01%
4,214
-4,869
766
$51K 0.01%
+10,282
767
$51K 0.01%
3,103
-6,712
768
$51K 0.01%
+11,883
769
$51K 0.01%
1,521
-4,662
770
$50K 0.01%
3,464
-449
771
$50K 0.01%
+3,753
772
$50K 0.01%
+2,729
773
$49K 0.01%
+2,570
774
$49K 0.01%
+5,497
775
$49K 0.01%
+1,943
29 30
31
32 33