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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.05M 0.31%
+19,305
102
$3.04M 0.3%
+27,842
103
$3.03M 0.3%
13,476
+5,124
104
$3M 0.3%
+21,206
105
$2.95M 0.3%
14,991
+4,219
106
$2.95M 0.3%
17,229
+2,801
107
$2.91M 0.29%
22,207
+13,787
108
$2.89M 0.29%
+9,513
109
$2.85M 0.29%
+21,328
110
$2.76M 0.28%
30,040
+13,564
111
$2.75M 0.28%
4,766
-8,121
112
$2.73M 0.27%
22,469
+18,832
113
$2.71M 0.27%
6,322
+5,324
114
$2.65M 0.27%
5,774
-4,609
115
$2.65M 0.27%
+29,894
116
$2.61M 0.26%
+58,860
117
$2.61M 0.26%
+37,988
118
$2.58M 0.26%
+26,408
119
$2.56M 0.26%
15,262
+948
120
$2.56M 0.26%
+20,479
121
$2.52M 0.25%
9,436
-795
122
$2.52M 0.25%
61,722
+26,750
123
$2.52M 0.25%
+60,639
124
$2.46M 0.25%
23,628
+6,246
125
$2.46M 0.25%
+63,660
3 4
5
6 7