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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.92M 0.19%
+71,333
152
$1.92M 0.19%
23,820
+6,691
153
$1.92M 0.19%
+14,764
154
$1.89M 0.19%
+11,343
155
$1.86M 0.19%
+24,474
156
$1.85M 0.19%
23,308
+3,130
157
$1.85M 0.19%
3,721
-7,521
158
$1.85M 0.18%
+9,132
159
$1.83M 0.18%
+88,136
160
$1.83M 0.18%
8,685
+7,252
161
$1.82M 0.18%
10,371
+7,878
162
$1.82M 0.18%
6,957
-152
163
$1.81M 0.18%
5,696
+2,006
164
$1.8M 0.18%
30,078
-17,759
165
$1.8M 0.18%
23,642
+14,117
166
$1.78M 0.18%
+52,160
167
$1.78M 0.18%
+27,827
168
$1.75M 0.18%
+10,239
169
$1.75M 0.18%
+12,415
170
$1.73M 0.17%
+11,182
171
$1.73M 0.17%
+5,581
172
$1.72M 0.17%
+26,339
173
$1.72M 0.17%
8,807
+5,887
174
$1.71M 0.17%
32,569
+27,838
175
$1.71M 0.17%
+8,071
5 6
7
8 9