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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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.01M 0.15%
+4,677
152
$1.01M 0.15%
+12,348
153
$999K 0.15%
6,839
+6,507
154
$997K 0.15%
7,895
+5,397
155
$997K 0.15%
10,959
+9,797
156
$985K 0.15%
4,285
+4,002
157
$983K 0.15%
+16,630
158
$976K 0.15%
+7,404
159
$957K 0.15%
+14,163
160
$955K 0.15%
4,347
+2,475
161
$951K 0.15%
+57,690
162
$948K 0.14%
12,255
+6,599
163
$947K 0.14%
+12,882
164
$932K 0.14%
+5,861
165
$931K 0.14%
12,801
+6,755
166
$926K 0.14%
15,885
+15,302
167
$917K 0.14%
7,415
+4,134
168
$901K 0.14%
+21,975
169
$897K 0.14%
+20,410
170
$896K 0.14%
+5,121
171
$896K 0.14%
+10,145
172
$892K 0.14%
+2,249
173
$892K 0.14%
+30,261
174
$889K 0.14%
+8,845
175
$884K 0.13%
3,894
+2,478
5 6
7
8 9