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
826
$72K 0.01%
+6,592
827
$71K 0.01%
+413
828
$71K 0.01%
+2,796
829
$70K 0.01%
+9,473
830
$70K 0.01%
+3,401
831
$70K 0.01%
+3,300
832
$69K 0.01%
+1,621
833
$69K 0.01%
+2,336
834
$69K 0.01%
+832
835
$69K 0.01%
+2,128
836
$68K 0.01%
+848
837
$68K 0.01%
+691
838
$68K 0.01%
+443
839
$68K 0.01%
+488
840
$68K 0.01%
+3,763
841
$68K 0.01%
+1,799
842
$67K 0.01%
+2,122
843
$67K 0.01%
+3,298
844
$67K 0.01%
+774
845
$67K 0.01%
+4,070
846
$66K 0.01%
+1,380
847
$66K 0.01%
+2,156
848
$66K 0.01%
+1,812
849
$66K 0.01%
+12,217
850
$65K 0.01%
+2,412
32 33
34
35 36