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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$18K ﹤0.01%
+672
977
$18K ﹤0.01%
+780
978
$18K ﹤0.01%
+854
979
$17K ﹤0.01%
+2,841
980
$17K ﹤0.01%
+1,115
981
$17K ﹤0.01%
+649
982
$17K ﹤0.01%
+2,154
983
$16K ﹤0.01%
+1,188
984
$16K ﹤0.01%
+1,272
985
$16K ﹤0.01%
+771
986
$16K ﹤0.01%
+1,254
987
$16K ﹤0.01%
+1,034
988
$15K ﹤0.01%
+1,389
989
$15K ﹤0.01%
+75
990
– –
-21,022
991
– –
-14,658
992
– –
-3,188
993
– –
-1,485
994
– –
-30,484
995
– –
-10,427
996
– –
-11,849
997
– –
-10,206
998
– –
-20,452
999
– –
-7,384
1000
– –
-15,893
38 39
40
41 42