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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.23%
4,847
-361
127
$1.26M 0.23%
+6,808
128
$1.25M 0.23%
17,932
+13,344
129
$1.25M 0.23%
+15,519
130
$1.25M 0.22%
12,946
+7,946
131
$1.22M 0.22%
7,830
+2,925
132
$1.2M 0.22%
+6,926
133
$1.2M 0.22%
17,113
+12,614
134
$1.19M 0.21%
16,390
+12,475
135
$1.18M 0.21%
+38,674
136
$1.17M 0.21%
+8,495
137
$1.16M 0.21%
+5,219
138
$1.16M 0.21%
+10,000
139
$1.16M 0.21%
+5,005
140
$1.15M 0.21%
+6,098
141
$1.14M 0.21%
4,642
+3,408
142
$1.14M 0.2%
11,316
+7,088
143
$1.12M 0.2%
+7,072
144
$1.12M 0.2%
+1,931
145
$1.12M 0.2%
16,459
+7,512
146
$1.09M 0.2%
12,510
+8,349
147
$1.08M 0.19%
+40,152
148
$1.07M 0.19%
+42,673
149
$1.07M 0.19%
+39,305
150
$1.05M 0.19%
4,942
+4,039
4 5
6
7 8