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
$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 16.33%
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
751
$61K 0.01%
655
-597
752
$60K 0.01%
+1,652
753
$59K 0.01%
+273
754
$59K 0.01%
+1,980
755
$57K 0.01%
+4,325
756
$57K 0.01%
+3,002
757
$57K 0.01%
719
+299
758
$56K 0.01%
+3,117
759
$56K 0.01%
+1,918
760
$56K 0.01%
+2,575
761
$56K 0.01%
+2,201
762
$56K 0.01%
1,025
+118
763
$56K 0.01%
+1,434
764
$55K 0.01%
+937
765
$55K 0.01%
1,468
-3,057
766
$55K 0.01%
826
+313
767
$53K 0.01%
+1,100
768
$52K 0.01%
+3,388
769
$51K 0.01%
+269
770
$51K 0.01%
+3,255
771
$50K 0.01%
1,969
+1,192
772
$50K 0.01%
820
-443
773
$50K 0.01%
+1,021
774
$50K 0.01%
+3,715
775
$49K 0.01%
1,620
-36,765
29 30
31
32 33