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
$992M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$20.4M
3
+$19.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.1M
5
BA icon
Boeing
BA
+$14.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.72%
2 Consumer Staples 13.69%
3 Communication Services 11.37%
4 Healthcare 10.25%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$77K 0.01%
+1,374
802
$77K 0.01%
+3,590
803
$77K 0.01%
+2,716
804
$76K 0.01%
+2,888
805
$76K 0.01%
+2,801
806
$76K 0.01%
+3,203
807
$76K 0.01%
+454
808
$75K 0.01%
+780
809
$75K 0.01%
+635
810
$74K 0.01%
+2,410
811
$74K 0.01%
+1,039
812
$74K 0.01%
+3,647
813
$74K 0.01%
+2,941
814
$74K 0.01%
+1,774
815
$74K 0.01%
+1,457
816
$73K 0.01%
+818
817
$73K 0.01%
+1,947
818
$73K 0.01%
+2,602
819
$73K 0.01%
+4,397
820
$73K 0.01%
+1,823
821
$72K 0.01%
+761
822
$72K 0.01%
+3,908
823
$72K 0.01%
+202
824
$72K 0.01%
+3,576
825
$72K 0.01%
+4,082
31 32
33
34 35