FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
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
851
$65K 0.01%
+3,529
852
$65K 0.01%
+713
853
$65K 0.01%
+2,412
854
$65K 0.01%
+12,364
855
$65K 0.01%
+2,891
856
$65K 0.01%
+1,918
857
$64K 0.01%
+1,006
858
$64K 0.01%
+3,011
859
$64K 0.01%
+3,809
860
$63K 0.01%
+918
861
$63K 0.01%
+2,521
862
$63K 0.01%
+4,342
863
$63K 0.01%
+3,220
864
$63K 0.01%
+1,370
865
$63K 0.01%
+1,667
866
$63K 0.01%
+968
867
$63K 0.01%
+2,400
868
$63K 0.01%
+4,695
869
$63K 0.01%
+4,231
870
$62K 0.01%
+3,421
871
$62K 0.01%
+689
872
$62K 0.01%
+2,896
873
$62K 0.01%
+540
874
$62K 0.01%
+1,248
875
$62K 0.01%
+4,458
32 33 34
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