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FC

FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.22%
+4,391
127
$1.24M 0.22%
20,126
-1,809
128
$1.24M 0.22%
+5,349
129
$1.23M 0.22%
+16,832
130
$1.23M 0.22%
+83,725
131
$1.22M 0.21%
8,636
-1,529
132
$1.21M 0.21%
4,210
+1,685
133
$1.2M 0.21%
17,549
-7,957
134
$1.18M 0.21%
+11,762
135
$1.18M 0.21%
25,769
+2,188
136
$1.17M 0.21%
+5,284
137
$1.16M 0.21%
+7,141
138
$1.15M 0.2%
4,570
-951
139
$1.15M 0.2%
+2,503
140
$1.14M 0.2%
24,607
-49,843
141
$1.13M 0.2%
+16,742
142
$1.12M 0.2%
14,849
-52,196
143
$1.12M 0.2%
3,740
-45,643
144
$1.12M 0.2%
+3,612
145
$1.12M 0.2%
+3,800
146
$1.11M 0.2%
+18,656
147
$1.09M 0.19%
+6,484
148
$1.08M 0.19%
3,590
-999
149
$1.07M 0.19%
+21,797
150
$1.07M 0.19%
+16,270
4 5
6
7 8