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FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.04M 0.21%
+16,489
152
$1.03M 0.21%
+11,214
153
$1.03M 0.2%
3,855
+672
154
$1M 0.2%
8,818
+3,695
155
$1M 0.2%
+9,967
156
$980K 0.2%
5,822
+4,367
157
$966K 0.19%
18,473
-21,479
158
$956K 0.19%
+4,625
159
$949K 0.19%
+10,458
160
$918K 0.18%
+8,225
161
$912K 0.18%
+5,044
162
$910K 0.18%
+12,744
163
$898K 0.18%
2,395
-1,078
164
$897K 0.18%
+7,237
165
$891K 0.18%
4,166
-2,338
166
$888K 0.18%
+21,772
167
$884K 0.18%
+3,678
168
$878K 0.17%
+1,835
169
$864K 0.17%
7,615
+6,355
170
$862K 0.17%
+3,959
171
$856K 0.17%
18,957
-2,909
172
$854K 0.17%
+7,472
173
$843K 0.17%
+4,033
174
$840K 0.17%
3,509
+2,494
175
$836K 0.17%
+9,068
5 6
7
8 9