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
851
$25K ﹤0.01%
+95
852
$25K ﹤0.01%
+2,415
853
$24K ﹤0.01%
+1,094
854
$24K ﹤0.01%
+421
855
$24K ﹤0.01%
+958
856
$23K ﹤0.01%
+1,067
857
$23K ﹤0.01%
150
-5,985
858
$23K ﹤0.01%
575
-1,967
859
$23K ﹤0.01%
+948
860
$23K ﹤0.01%
+1,025
861
$23K ﹤0.01%
+410
862
$23K ﹤0.01%
+1,377
863
$23K ﹤0.01%
+1,599
864
$22K ﹤0.01%
+298
865
$22K ﹤0.01%
+166
866
$21K ﹤0.01%
216
-850
867
$21K ﹤0.01%
353
-984
868
$20K ﹤0.01%
28
-153
869
$20K ﹤0.01%
+1,347
870
$20K ﹤0.01%
+764
871
$20K ﹤0.01%
+1,876
872
$20K ﹤0.01%
+1,265
873
$20K ﹤0.01%
699
-4,747
874
$19K ﹤0.01%
+1,099
875
$19K ﹤0.01%
+1,667
33 34
35
36 37