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FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.33%
+30,689
77
$1.89M 0.33%
+9,218
78
$1.88M 0.33%
9,725
-5,977
79
$1.79M 0.32%
21,815
-76,005
80
$1.77M 0.31%
+62,557
81
$1.71M 0.3%
45,841
-18,561
82
$1.69M 0.3%
+6,824
83
$1.64M 0.29%
+12,501
84
$1.63M 0.29%
+10,342
85
$1.62M 0.29%
19,706
-9,484
86
$1.61M 0.28%
+127,619
87
$1.6M 0.28%
+7,866
88
$1.6M 0.28%
+9,093
89
$1.6M 0.28%
+13,944
90
$1.58M 0.28%
7,325
-25,375
91
$1.56M 0.28%
3,856
-1,029
92
$1.55M 0.27%
5,377
+189
93
$1.54M 0.27%
+9,185
94
$1.52M 0.27%
9,062
+152
95
$1.51M 0.27%
5,989
-35,628
96
$1.5M 0.27%
+7,444
97
$1.49M 0.26%
2,816
-3,562
98
$1.46M 0.26%
5,467
-448
99
$1.46M 0.26%
+27,448
100
$1.45M 0.26%
+114,310
2 3
4
5 6