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FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.25%
47,181
+11,400
102
$1.42M 0.25%
+15,001
103
$1.37M 0.24%
43,654
+21,710
104
$1.36M 0.24%
3,680
-3,560
105
$1.35M 0.24%
+15,167
106
$1.34M 0.24%
8,421
-8,506
107
$1.34M 0.24%
17,699
-40,663
108
$1.32M 0.23%
3,097
-17,102
109
$1.3M 0.23%
+15,386
110
$1.29M 0.23%
12,010
+3,481
111
$1.28M 0.23%
+98,975
112
$1.28M 0.23%
57,732
-11,713
113
$1.27M 0.22%
15,350
+11,189
114
$1.26M 0.22%
+18,741
115
$1.25M 0.22%
+5,629
116
$1.24M 0.22%
+12,430
117
$1.24M 0.22%
15,408
-7,164
118
$1.24M 0.22%
+110,711
119
$1.24M 0.22%
+27,526
120
$1.24M 0.22%
+1,627
121
$1.24M 0.22%
8,483
+313
122
$1.24M 0.22%
+3,168
123
$1.24M 0.22%
11,623
-2,109
124
$1.24M 0.22%
+2,719
125
$1.24M 0.22%
22,337
+19,189
3 4
5
6 7