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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$497K 0.19%
+6,324
152
$491K 0.19%
+8,475
153
$489K 0.19%
+1,994
154
$487K 0.19%
+4,165
155
$487K 0.19%
+3,571
156
$485K 0.19%
+15,652
157
$479K 0.19%
+12,718
158
$477K 0.19%
+4,338
159
$474K 0.18%
+5,335
160
$473K 0.18%
+16,109
161
$465K 0.18%
+13,141
162
$464K 0.18%
+7,481
163
$462K 0.18%
+8,079
164
$460K 0.18%
2,054
+379
165
$459K 0.18%
+6,016
166
$453K 0.18%
5,086
-9,150
167
$448K 0.17%
+8,603
168
$441K 0.17%
+3,861
169
$430K 0.17%
+4,747
170
$429K 0.17%
+2,025
171
$421K 0.16%
+3,030
172
$417K 0.16%
+4,687
173
$416K 0.16%
+2,981
174
$415K 0.16%
+16,410
175
$413K 0.16%
+4,872
5 6
7
8 9