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
$521M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.8M
3
+$7.59M
4
PG icon
Procter & Gamble
PG
+$7.18M
5
BIIB icon
Biogen
BIIB
+$6.68M

Top Sells

1
+$7.37M
2
+$7.35M
3
+$7.06M
4
UNP icon
Union Pacific
UNP
+$6.56M
5
LIN icon
Linde
LIN
+$5.91M

Sector Composition

1 Technology 17.77%
2 Healthcare 14.2%
3 Industrials 12.52%
4 Financials 9.85%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.3%
+23,081
102
$1.55M 0.3%
9,022
+1,362
103
$1.53M 0.29%
5,794
+1,761
104
$1.53M 0.29%
+72,825
105
$1.52M 0.29%
1,401
-42
106
$1.44M 0.28%
6,442
+2,919
107
$1.44M 0.28%
+25,452
108
$1.44M 0.28%
29,787
+10,657
109
$1.44M 0.28%
+5,123
110
$1.44M 0.28%
+8,160
111
$1.43M 0.28%
+21,233
112
$1.43M 0.27%
+21,369
113
$1.43M 0.27%
+5,885
114
$1.42M 0.27%
5,876
+1,178
115
$1.41M 0.27%
+32,314
116
$1.4M 0.27%
+28,042
117
$1.39M 0.27%
+19,493
118
$1.36M 0.26%
+25,390
119
$1.32M 0.25%
+6,483
120
$1.3M 0.25%
19,772
-1,468
121
$1.3M 0.25%
+6,558
122
$1.28M 0.25%
10,760
-872
123
$1.28M 0.25%
+22,917
124
$1.25M 0.24%
15,488
+6,420
125
$1.25M 0.24%
+14,626
3 4
5
6 7