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
$620M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.81M
3
+$9.71M
4
MDT icon
Medtronic
MDT
+$9.63M
5
VZ icon
Verizon
VZ
+$9.57M

Top Sells

1
+$7.99M
2
+$7.18M
3
+$6.68M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$5.96M
5
CHTR icon
Charter Communications
CHTR
+$5.95M

Sector Composition

1 Healthcare 16.88%
2 Technology 16.04%
3 Financials 14.74%
4 Industrials 14.48%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.35%
+36,583
77
$2.15M 0.35%
23,428
+5,143
78
$2.14M 0.35%
7,678
-2,624
79
$2.14M 0.35%
+13,629
80
$2.13M 0.34%
+29,459
81
$2.12M 0.34%
+4,004
82
$2.1M 0.34%
+26,442
83
$2.06M 0.33%
9,733
+3,857
84
$2.04M 0.33%
+2,616
85
$1.99M 0.32%
+7,109
86
$1.97M 0.32%
17,013
-11,856
87
$1.96M 0.32%
+26,340
88
$1.93M 0.31%
29,319
+6,402
89
$1.91M 0.31%
+11,377
90
$1.87M 0.3%
+24,161
91
$1.81M 0.29%
10,455
-1,087
92
$1.81M 0.29%
+8,730
93
$1.79M 0.29%
+29,343
94
$1.78M 0.29%
17,382
-6,787
95
$1.78M 0.29%
+16,177
96
$1.76M 0.28%
45,006
-255
97
$1.74M 0.28%
+9,312
98
$1.73M 0.28%
13,376
+3,948
99
$1.69M 0.27%
+9,173
100
$1.68M 0.27%
+33,678
2 3
4
5 6