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FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.07M 0.19%
+6,919
152
$1.07M 0.19%
1,890
-1,723
153
$1.07M 0.19%
+10,704
154
$1.07M 0.19%
21,206
-4,070
155
$1.06M 0.19%
+14,199
156
$1.05M 0.18%
+8,253
157
$1.04M 0.18%
+29,793
158
$1.04M 0.18%
32,998
-125,304
159
$1.02M 0.18%
+3,527
160
$1.01M 0.18%
44,181
-502,427
161
$1.01M 0.18%
+9,083
162
$1M 0.18%
+5,959
163
$992K 0.18%
+86,833
164
$988K 0.17%
+12,041
165
$987K 0.17%
80,131
+44,422
166
$987K 0.17%
10,040
-35,700
167
$986K 0.17%
1,884
-248
168
$982K 0.17%
+22,335
169
$967K 0.17%
14,934
-4,065
170
$967K 0.17%
6,858
+2,231
171
$967K 0.17%
59,407
-64,685
172
$963K 0.17%
7,809
-37,717
173
$960K 0.17%
+14,954
174
$960K 0.17%
22,951
-2,414
175
$930K 0.16%
+2,034
5 6
7
8 9