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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$21K ﹤0.01%
+1,159
952
$21K ﹤0.01%
+744
953
$21K ﹤0.01%
+1,682
954
$21K ﹤0.01%
+880
955
$21K ﹤0.01%
+887
956
$20K ﹤0.01%
501
-6,005
957
$20K ﹤0.01%
221
-8,581
958
$20K ﹤0.01%
+1,782
959
$20K ﹤0.01%
+1,623
960
$20K ﹤0.01%
+941
961
$20K ﹤0.01%
+1,148
962
$20K ﹤0.01%
+874
963
$19K ﹤0.01%
+1,119
964
$19K ﹤0.01%
+411
965
$19K ﹤0.01%
+149
966
$19K ﹤0.01%
+4,472
967
$18K ﹤0.01%
+2,391
968
$18K ﹤0.01%
+1,081
969
$18K ﹤0.01%
656
-10,368
970
$18K ﹤0.01%
+100
971
$18K ﹤0.01%
+957
972
$18K ﹤0.01%
+636
973
$18K ﹤0.01%
+322
974
$18K ﹤0.01%
+996
975
$18K ﹤0.01%
+506
37 38
39
40 41