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
76
$2.84M 0.29%
+12,941
77
$2.84M 0.29%
+31,865
78
$2.77M 0.28%
+42,524
79
$2.75M 0.28%
+17,089
80
$2.73M 0.27%
+14,259
81
$2.71M 0.27%
+31,213
82
$2.68M 0.27%
+9,025
83
$2.68M 0.27%
+16,777
84
$2.66M 0.27%
+48,668
85
$2.66M 0.27%
+17,725
86
$2.63M 0.27%
+8,961
87
$2.63M 0.26%
+11,994
88
$2.62M 0.26%
+70,483
89
$2.61M 0.26%
+10,983
90
$2.6M 0.26%
+39,937
91
$2.58M 0.26%
+72,056
92
$2.58M 0.26%
+34,139
93
$2.57M 0.26%
+27,158
94
$2.56M 0.26%
+11,239
95
$2.56M 0.26%
+128,207
96
$2.55M 0.26%
+51,663
97
$2.55M 0.26%
+16,610
98
$2.55M 0.26%
+18,537
99
$2.55M 0.26%
+10,575
100
$2.55M 0.26%
+33,151
2 3
4
5 6