FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.25%
+8,611
127
$1.26M 0.25%
+13,270
128
$1.25M 0.25%
+5,078
129
$1.25M 0.25%
+5,938
130
$1.24M 0.25%
17,917
+12,042
131
$1.23M 0.24%
4,698
+2,517
132
$1.22M 0.24%
+29,148
133
$1.22M 0.24%
+5,162
134
$1.22M 0.24%
+51,011
135
$1.21M 0.24%
10,993
+8,632
136
$1.19M 0.24%
6,121
+92
137
$1.18M 0.23%
+4,381
138
$1.18M 0.23%
43,946
+22,542
139
$1.17M 0.23%
3,051
+1,291
140
$1.16M 0.23%
17,739
+7,768
141
$1.16M 0.23%
+8,138
142
$1.15M 0.23%
+7,474
143
$1.15M 0.23%
8,531
+4,272
144
$1.14M 0.23%
+7,341
145
$1.13M 0.22%
+4,139
146
$1.12M 0.22%
+17,612
147
$1.11M 0.22%
+9,738
148
$1.1M 0.22%
13,414
+904
149
$1.08M 0.22%
+11,701
150
$1.05M 0.21%
+3,861
4 5
6
7 8