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
$396M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Top Sells

1
+$7.47M
2
+$7.39M
3
+$6.82M
4
SHOP icon
Shopify
SHOP
+$6.81M
5
NIO icon
NIO
NIO
+$6.8M

Sector Composition

1 Technology 21.65%
2 Healthcare 15.71%
3 Consumer Discretionary 14.17%
4 Industrials 10%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-7,227
852
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853
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854
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855
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856
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-1,970
858
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-8,845
859
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860
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-5,886
861
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862
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863
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-5,050
864
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-9,897
865
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866
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-5,733
867
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-2,823
868
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869
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870
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-3,035
871
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-9,054
872
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-12,702
873
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-1,316
874
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-2,054
875
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-2,731
33 34
35
36 37