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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.24%
10,986
+9,858
102
$1.51M 0.23%
+20,165
103
$1.49M 0.23%
7,371
+6,249
104
$1.46M 0.22%
20,064
+18,135
105
$1.45M 0.22%
5,475
-2,656
106
$1.45M 0.22%
+11,981
107
$1.43M 0.22%
+25,137
108
$1.41M 0.22%
+5,008
109
$1.4M 0.21%
+12,406
110
$1.39M 0.21%
5,098
+4,231
111
$1.36M 0.21%
+108,944
112
$1.36M 0.21%
+11,217
113
$1.35M 0.21%
+9,106
114
$1.33M 0.2%
+31,848
115
$1.32M 0.2%
40,532
+38,684
116
$1.3M 0.2%
+15,598
117
$1.29M 0.2%
+34,060
118
$1.29M 0.2%
6,937
+6,572
119
$1.29M 0.2%
+19,877
120
$1.27M 0.19%
+81,584
121
$1.26M 0.19%
28,790
-17,960
122
$1.25M 0.19%
+3,909
123
$1.25M 0.19%
6,811
+4,827
124
$1.24M 0.19%
11,375
+9,082
125
$1.22M 0.19%
+10,156
3 4
5
6 7