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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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.05M 0.19%
+17,261
152
$1.04M 0.19%
+11,402
153
$1.04M 0.19%
+1,513
154
$1.03M 0.19%
+18,227
155
$1.02M 0.18%
12,826
+3,126
156
$1.01M 0.18%
+5,137
157
$1.01M 0.18%
+3,157
158
$1.01M 0.18%
+20,791
159
$1M 0.18%
+8,057
160
$981K 0.18%
+20,770
161
$972K 0.18%
+38,178
162
$964K 0.17%
10,404
+6,543
163
$957K 0.17%
+10,398
164
$952K 0.17%
+12,970
165
$947K 0.17%
11,757
+4,711
166
$936K 0.17%
+10,626
167
$932K 0.17%
5,958
+2,589
168
$925K 0.17%
+11,215
169
$921K 0.17%
+12,482
170
$918K 0.17%
4,139
+3,401
171
$917K 0.17%
11,130
+7,145
172
$916K 0.17%
+13,824
173
$910K 0.16%
+5,598
174
$902K 0.16%
+23,214
175
$902K 0.16%
+6,625
5 6
7
8 9