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
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.3%
+9,959
102
$1.5M 0.3%
16,471
-13,935
103
$1.49M 0.3%
+9,626
104
$1.47M 0.29%
+4,705
105
$1.47M 0.29%
+28,149
106
$1.47M 0.29%
+5,002
107
$1.47M 0.29%
11,296
+4,224
108
$1.46M 0.29%
10,742
+2,173
109
$1.45M 0.29%
+23,514
110
$1.45M 0.29%
+7,255
111
$1.45M 0.29%
+3,660
112
$1.42M 0.28%
+11,632
113
$1.41M 0.28%
+13,269
114
$1.4M 0.28%
+7,660
115
$1.38M 0.28%
20,505
+12,217
116
$1.38M 0.27%
+28,091
117
$1.36M 0.27%
+12,124
118
$1.36M 0.27%
20,872
+7,926
119
$1.35M 0.27%
+27,803
120
$1.32M 0.26%
+11,649
121
$1.32M 0.26%
+56,396
122
$1.32M 0.26%
+13,640
123
$1.32M 0.26%
+19,130
124
$1.3M 0.26%
3,714
-290
125
$1.3M 0.26%
4,298
+3,688
3 4
5
6 7