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
876
$18K ﹤0.01%
+2,753
877
$18K ﹤0.01%
137
-1,032
878
$18K ﹤0.01%
+661
879
$18K ﹤0.01%
+2,005
880
$18K ﹤0.01%
+397
881
$18K ﹤0.01%
818
-1,549
882
$18K ﹤0.01%
+662
883
$17K ﹤0.01%
+603
884
$17K ﹤0.01%
287
-137
885
$17K ﹤0.01%
+979
886
$17K ﹤0.01%
+19
887
$16K ﹤0.01%
+2,143
888
$16K ﹤0.01%
+141
889
$15K ﹤0.01%
+214
890
$15K ﹤0.01%
+565
891
– –
-1,396
892
– –
-495
893
– –
-1,940
894
– –
-927
895
– –
-4,573
896
– –
-882
897
– –
-4,412
898
– –
-824
899
– –
-82
900
– –
-3,990
34 35
36
37 38