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
101
$1.17M 0.25%
+81,025
102
$1.15M 0.25%
8,979
-9,558
103
$1.13M 0.24%
19,496
-368
104
$1.13M 0.24%
23,112
+2,365
105
$1.12M 0.24%
+125,001
106
$1.12M 0.24%
+96,514
107
$1.12M 0.24%
+34,237
108
$1.12M 0.24%
61,244
+58,832
109
$1.1M 0.24%
+19,726
110
$1.1M 0.24%
+26,280
111
$1.09M 0.23%
30,008
+18,064
112
$1.08M 0.23%
+24,578
113
$1.05M 0.23%
12,494
+9,810
114
$1.04M 0.22%
8,533
-7,891
115
$1.03M 0.22%
21,584
-15,230
116
$1.01M 0.22%
+147,978
117
$1.01M 0.22%
+31,485
118
$1.01M 0.22%
+28,047
119
$1.01M 0.22%
+5,528
120
$1.01M 0.22%
+27,925
121
$998K 0.22%
+11,805
122
$993K 0.21%
+11,028
123
$989K 0.21%
29,351
+10,123
124
$982K 0.21%
54,200
+10,851
125
$979K 0.21%
67,850
+65,440
3 4
5
6 7