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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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$877K 0.13%
+13,995
177
$861K 0.13%
9,242
+3,324
178
$859K 0.13%
4,937
+4,256
179
$840K 0.13%
19,822
+16,359
180
$822K 0.13%
+129
181
$820K 0.13%
4,593
+2,065
182
$819K 0.13%
+5,145
183
$819K 0.13%
+8,616
184
$816K 0.12%
11,922
+7,478
185
$810K 0.12%
+2,970
186
$810K 0.12%
25,423
+6,403
187
$808K 0.12%
+3,222
188
$793K 0.12%
+12,696
189
$788K 0.12%
12,235
+7,680
190
$785K 0.12%
+2,043
191
$784K 0.12%
11,305
+5,780
192
$784K 0.12%
43,088
+36,955
193
$781K 0.12%
20,244
+15,599
194
$779K 0.12%
10,960
+7,212
195
$778K 0.12%
+20,485
196
$769K 0.12%
8,279
+7,622
197
$769K 0.12%
+6,756
198
$767K 0.12%
+33,489
199
$761K 0.12%
+5,853
200
$747K 0.11%
7,204
+6,850
6 7
8
9 10