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
$521M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.8M
3
+$7.59M
4
PG icon
Procter & Gamble
PG
+$7.18M
5
BIIB icon
Biogen
BIIB
+$6.68M

Top Sells

1
+$7.37M
2
+$7.35M
3
+$7.06M
4
UNP icon
Union Pacific
UNP
+$6.56M
5
LIN icon
Linde
LIN
+$5.91M

Sector Composition

1 Technology 17.77%
2 Healthcare 14.2%
3 Industrials 12.52%
4 Financials 9.85%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.36%
8,765
+1,510
77
$1.88M 0.36%
70,515
-27,091
78
$1.85M 0.36%
16,539
+5,797
79
$1.83M 0.35%
34,040
+9,036
80
$1.83M 0.35%
14,043
+10,476
81
$1.83M 0.35%
+19,123
82
$1.81M 0.35%
+24,178
83
$1.78M 0.34%
+8,267
84
$1.76M 0.34%
15,706
+5,968
85
$1.76M 0.34%
18,285
+13,531
86
$1.76M 0.34%
+30,259
87
$1.76M 0.34%
+8,774
88
$1.74M 0.33%
10,053
+5,722
89
$1.72M 0.33%
+11,542
90
$1.69M 0.33%
21,086
+16,743
91
$1.69M 0.32%
12,018
-9,444
92
$1.68M 0.32%
+45,261
93
$1.67M 0.32%
11,580
-2,164
94
$1.65M 0.32%
+5,313
95
$1.61M 0.31%
+17,796
96
$1.58M 0.3%
10,959
+9,477
97
$1.58M 0.3%
+21,669
98
$1.58M 0.3%
+20,386
99
$1.57M 0.3%
14,516
+2,392
100
$1.57M 0.3%
+24,875
2 3
4
5 6