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
876
$61K 0.01%
+1,324
877
$61K 0.01%
+289
878
$61K 0.01%
+1,648
879
$61K 0.01%
+2,874
880
$61K 0.01%
+1,541
881
$61K 0.01%
+2,737
882
$61K 0.01%
+2,605
883
$61K 0.01%
+1,992