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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.4M 0.24%
+18,994
127
$2.32M 0.23%
+32,831
128
$2.28M 0.23%
+39,671
129
$2.25M 0.23%
10,519
+4,539
130
$2.18M 0.22%
+17,513
131
$2.17M 0.22%
+73,788
132
$2.15M 0.22%
33,501
+26,247
133
$2.15M 0.21%
+14,426
134
$2.13M 0.21%
+37,725
135
$2.12M 0.21%
+18,978
136
$2.12M 0.21%
20,205
+8,116
137
$2.1M 0.21%
22,032
+3,174
138
$2.09M 0.21%
33,578
+23,246
139
$2.08M 0.21%
14,954
+12,224
140
$2.07M 0.21%
+15,429
141
$2.02M 0.2%
+26,620
142
$2M 0.2%
6,257
+5,403
143
$1.99M 0.2%
29,880
+14,058
144
$1.97M 0.2%
8,978
+914
145
$1.97M 0.2%
+18,680
146
$1.96M 0.2%
55,055
+36,396
147
$1.95M 0.2%
+46,823
148
$1.95M 0.2%
+37,277
149
$1.94M 0.19%
7,633
+6,229
150
$1.94M 0.19%
14,016
+3,843
4 5
6
7 8