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
826
$30K ﹤0.01%
+2,457
827
$29K ﹤0.01%
+735
828
$29K ﹤0.01%
+1,474
829
$29K ﹤0.01%
+813
830
$29K ﹤0.01%
+166
831
$29K ﹤0.01%
+3,023
832
$29K ﹤0.01%
1,417
-8,955
833
$29K ﹤0.01%
5,922
834
$28K ﹤0.01%
+80
835
$28K ﹤0.01%
2,565
-1,077
836
$28K ﹤0.01%
+1,927
837
$28K ﹤0.01%
+2,512
838
$28K ﹤0.01%
+1,073
839
$27K ﹤0.01%
+924
840
$27K ﹤0.01%
+1,364
841
$27K ﹤0.01%
+2,660
842
$27K ﹤0.01%
524
-1,171
843
$26K ﹤0.01%
874
-1,532
844
$26K ﹤0.01%
+2,937
845
$26K ﹤0.01%
+1,564
846
$26K ﹤0.01%
4,528
847
$25K ﹤0.01%
2,914
-2,326
848
$25K ﹤0.01%
+950
849
$25K ﹤0.01%
179
-349
850
$25K ﹤0.01%
+1,884
32 33
34
35 36