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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.18%
6,476
+2,895
127
$1.18M 0.18%
15,643
+11,440
128
$1.17M 0.18%
7,899
+5,218
129
$1.17M 0.18%
+12,442
130
$1.16M 0.18%
16,374
+15,604
131
$1.15M 0.18%
2,825
+2,453
132
$1.15M 0.17%
+19,645
133
$1.13M 0.17%
+10,293
134
$1.12M 0.17%
13,539
+6,551
135
$1.11M 0.17%
9,406
+4,492
136
$1.08M 0.17%
22,302
+21,483
137
$1.08M 0.16%
+31,091
138
$1.06M 0.16%
+24,489
139
$1.05M 0.16%
5,418
+3,796
140
$1.04M 0.16%
7,374
+3,951
141
$1.04M 0.16%
+27,521
142
$1.04M 0.16%
12,118
+8,119
143
$1.03M 0.16%
+25,551
144
$1.03M 0.16%
3,182
+2,386
145
$1.03M 0.16%
+78,538
146
$1.02M 0.16%
7,192
+5,810
147
$1.02M 0.16%
6,470
+3,893
148
$1.02M 0.16%
+5,974
149
$1.01M 0.15%
+3,753
150
$1.01M 0.15%
12,940
-2,098
4 5
6
7 8