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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$772K 0.3%
+9,700
102
$767K 0.3%
+8,947
103
$755K 0.29%
1,979
-996
104
$750K 0.29%
5,251
+2,605
105
$746K 0.29%
+4,467
106
$738K 0.29%
+3,148
107
$730K 0.28%
1,501
-938
108
$710K 0.28%
+2,915
109
$703K 0.27%
2,698
-5,386
110
$700K 0.27%
4,013
+562
111
$693K 0.27%
9,634
-29,312
112
$687K 0.27%
+1,713
113
$681K 0.26%
+13,233
114
$675K 0.26%
6,476
-2,281
115
$673K 0.26%
+735
116
$669K 0.26%
3,540
-2,088
117
$654K 0.25%
4,345
+170
118
$652K 0.25%
+4,905
119
$650K 0.25%
6,874
+313
120
$632K 0.25%
1,796
+1,070
121
$629K 0.24%
+8,368
122
$625K 0.24%
+2,216
123
$622K 0.24%
+2,520
124
$618K 0.24%
+3,645
125
$608K 0.24%
+5,405
3 4
5
6 7