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
76
$1.95M 0.3%
40,566
+22,167
77
$1.94M 0.3%
+33,073
78
$1.93M 0.29%
+10,965
79
$1.89M 0.29%
14,519
+5,549
80
$1.88M 0.29%
9,012
+7,444
81
$1.84M 0.28%
+19,460
82
$1.83M 0.28%
16,769
+10,820
83
$1.77M 0.27%
+58,388
84
$1.77M 0.27%
+7,570
85
$1.76M 0.27%
13,691
+9,164
86
$1.74M 0.26%
+53,038
87
$1.74M 0.26%
+33,343
88
$1.73M 0.26%
+27,163
89
$1.71M 0.26%
4,171
+2,659
90
$1.68M 0.26%
+92,736
91
$1.68M 0.26%
+44,624
92
$1.68M 0.26%
+75,811
93
$1.68M 0.26%
+36,032
94
$1.68M 0.26%
+11,104
95
$1.68M 0.26%
23,328
+14,741
96
$1.65M 0.25%
+21,753
97
$1.62M 0.25%
+57,552
98
$1.61M 0.25%
+39,161
99
$1.6M 0.24%
7,825
+5,042
100
$1.6M 0.24%
46,690
+41,310
2 3
4
5 6