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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.01M 0.36%
+65,260
77
$1.99M 0.36%
+43,983
78
$1.99M 0.36%
48,645
+39,400
79
$1.89M 0.34%
+6,504
80
$1.87M 0.34%
+30,475
81
$1.86M 0.34%
+64,295
82
$1.83M 0.33%
+24,002
83
$1.82M 0.33%
+36,571
84
$1.82M 0.33%
34,142
+29,996
85
$1.81M 0.33%
+33,143
86
$1.8M 0.32%
+4,004
87
$1.77M 0.32%
+31,346
88
$1.74M 0.31%
+29,395
89
$1.73M 0.31%
7,224
+1,490
90
$1.73M 0.31%
+36,889
91
$1.72M 0.31%
+16,386
92
$1.72M 0.31%
+16,353
93
$1.71M 0.31%
5,846
+4,259
94
$1.68M 0.3%
+38,451
95
$1.65M 0.3%
+12,901
96
$1.64M 0.3%
+3,473
97
$1.64M 0.3%
2,760
-1,997
98
$1.64M 0.3%
+16,283
99
$1.64M 0.3%
+39,768
100
$1.63M 0.29%
+8,569
2 3
4
5 6