FC
FORA Capital Portfolio holdings
AUM
$566M
1-Year Est. Return
54.6%
1 Year Est. Return
+54.6%
AUM
$566M
AUM Growth
-$335M
(-37%)
Holding
705
Top Buys
| 1 | +$12.4M | |
| 2 | +$12.1M | |
| 3 | +$6.71M | |
| 4 |
Coca-Cola
KO
|
+$5.99M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$5.93M |
Top Sells
| 1 | +$16.2M | |
| 2 | +$16.2M | |
| 3 | +$16M | |
| 4 |
GE Aerospace
GE
|
+$15.7M |
| 5 |
Intuit
INTU
|
+$13.9M |
Sector Composition
| 1 | Technology | 25.83% |
| 2 | Financials | 13.7% |
| 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 | |
|---|---|---|---|---|---|---|
151
Chevron
CVX
$300B
| $1.07M | 0.19% |
+6,919
|
|
||
152
MSCI
MSCI
$41.6B
| $1.07M | 0.19% |
1,890
-1,723
|
|
||
153
Booz Allen Hamilton
BAH
$11.1B
| $1.07M | 0.19% |
+10,704
|
|
||
154
General Mills
GIS
$25.1B
| $1.07M | 0.19% |
21,206
-4,070
|
|
||
155
Boston Properties
BXP
$11.3B
| $1.06M | 0.19% |
+14,199
|
|
||
156
Brinker International
EAT
$6.42B
| $1.05M | 0.18% |
+8,253
|
|
||
|
HUT
157
Hut 8
HUT
$3.83B
| $1.04M | 0.18% |
+29,793
|
|
||
158
Comcast
CMCSA
$103B
| $1.04M | 0.18% |
32,998
-125,304
|
|
||
159
Cigna
CI
$74B
| $1.02M | 0.18% |
+3,527
|
|
||
160
Applied Digital
APLD
$6.42B
| $1.01M | 0.18% |
44,181
-502,427
|
|
||
161
Tradeweb Markets
TW
$22.2B
| $1.01M | 0.18% |
+9,083
|
|
||
162
Agnico Eagle Mines
AEM
$84.5B
| $1M | 0.18% |
+5,959
|
|
||
163
TeraWulf
WULF
$5.23B
| $992K | 0.18% |
+86,833
|
|
||
164
Corning
GLW
$75.5B
| $988K | 0.17% |
+12,041
|
|
||
165
QuantumScape
QS
$6.51B
| $987K | 0.17% |
80,131
+44,422
|
|
||
166
PACCAR
PCAR
$59.3B
| $987K | 0.17% |
10,040
-35,700
|
|
||
167
Tyler Technologies
TYL
$19.2B
| $986K | 0.17% |
1,884
-248
|
|
||
168
Verizon
VZ
$172B
| $982K | 0.17% |
+22,335
|
|
||
169
Equity Residential
EQR
$23.2B
| $967K | 0.17% |
14,934
-4,065
|
|
||
170
Extra Space Storage
EXR
$28.3B
| $967K | 0.17% |
6,858
+2,231
|
|
||
171
Infosys
INFY
$71.9B
| $967K | 0.17% |
59,407
-64,685
|
|
||
172
Clorox
CLX
$12.4B
| $963K | 0.17% |
7,809
-37,717
|
|
||
173
Microchip Technology
MCHP
$36.3B
| $960K | 0.17% |
+14,954
|
|
||
174
Suncor Energy
SU
$52.4B
| $960K | 0.17% |
22,951
-2,414
|
|
||
175
Deere & Co
DE
$132B
| $930K | 0.16% |
+2,034
|
|