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
76
$1.43M 0.31%
121,105
+114,133
77
$1.42M 0.31%
+47,533
78
$1.41M 0.31%
30,990
-6,490
79
$1.39M 0.3%
+59,087
80
$1.39M 0.3%
19,003
-33,291
81
$1.35M 0.29%
+17,341
82
$1.35M 0.29%
12,063
-7,256
83
$1.35M 0.29%
+22,111
84
$1.34M 0.29%
+23,752
85
$1.33M 0.29%
17,777
-22,160
86
$1.32M 0.29%
+17,303
87
$1.31M 0.28%
+103,560
88
$1.27M 0.27%
+33,790
89
$1.25M 0.27%
+8,894
90
$1.24M 0.27%
22,758
+12,215
91
$1.23M 0.26%
31,724
+2,090
92
$1.21M 0.26%
8,410
-744
93
$1.21M 0.26%
8,411
+5,412
94
$1.21M 0.26%
+56,196
95
$1.21M 0.26%
9,490
+2,966
96
$1.2M 0.26%
+91,376
97
$1.2M 0.26%
15,969
+176
98
$1.2M 0.26%
10,788
-3,008
99
$1.19M 0.26%
28,417
+25,213
100
$1.18M 0.25%
17,298
+15,720
2 3
4
5 6