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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$996K 0.39%
+4,008
77
$992K 0.38%
+4,321
78
$981K 0.38%
+19,498
79
$963K 0.37%
+3,594
80
$963K 0.37%
+7,324
81
$947K 0.37%
+5,451
82
$922K 0.36%
4,447
+312
83
$913K 0.35%
3,743
+416
84
$912K 0.35%
+2,121
85
$889K 0.34%
8,196
+4,076
86
$882K 0.34%
+12,321
87
$881K 0.34%
+11,733
88
$877K 0.34%
+7,568
89
$874K 0.34%
10,026
+420
90
$861K 0.33%
+4,951
91
$850K 0.33%
3,718
-4,397
92
$836K 0.32%
+1,700
93
$828K 0.32%
12,292
+3,585
94
$824K 0.32%
+11,382
95
$808K 0.31%
13,354
-3,808
96
$789K 0.31%
+7,600
97
$785K 0.3%
+10,848
98
$785K 0.3%
+5,908
99
$784K 0.3%
+20,692
100
$781K 0.3%
1,882
-85
2 3
4
5 6