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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$607K 0.24%
+13,032
127
$603K 0.23%
+1,301
128
$591K 0.23%
3,701
-2,470
129
$587K 0.23%
+3,369
130
$587K 0.23%
+1,516
131
$579K 0.22%
+9,942
132
$576K 0.22%
+6,487
133
$566K 0.22%
+7,046
134
$553K 0.21%
3,717
-5,358
135
$541K 0.21%
1,848
+217
136
$538K 0.21%
1,690
-210
137
$537K 0.21%
+3,968
138
$537K 0.21%
+6,546
139
$534K 0.21%
1,932
-11,636
140
$531K 0.21%
+806
141
$530K 0.21%
+7,992
142
$527K 0.2%
1,429
-4,557
143
$517K 0.2%
+4,438
144
$514K 0.2%
+1,703
145
$512K 0.2%
+1,705
146
$509K 0.2%
10,976
+6,056
147
$508K 0.2%
5,000
-4,121
148
$507K 0.2%
4,239
-6,809
149
$507K 0.2%
+3,099
150
$505K 0.2%
4,770
+1,060
4 5
6
7 8