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
$258M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.27M
3
+$4.09M
4
LRCX icon
Lam Research
LRCX
+$3.48M
5
HD icon
Home Depot
HD
+$2.54M

Top Sells

1
+$6.06M
2
+$6.06M
3
+$6.04M
4
BA icon
Boeing
BA
+$5.61M
5
ATUS icon
Altice USA
ATUS
+$5.4M

Sector Composition

1 Technology 32.52%
2 Consumer Discretionary 16.28%
3 Healthcare 14.11%
4 Industrials 7.05%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$411K 0.16%
+1,681
177
$410K 0.16%
+4,228
178
$405K 0.16%
+2,762
179
$399K 0.15%
+5,813
180
$396K 0.15%
+2,183
181
$391K 0.15%
5,512
-394
182
$387K 0.15%
2,850
-306
183
$385K 0.15%
+12,824
184
$385K 0.15%
+3,119
185
$383K 0.15%
+1,634
186
$382K 0.15%
+1,234
187
$379K 0.15%
+11,824
188
$376K 0.15%
+5,507
189
$372K 0.14%
2,043
-8,700
190
$371K 0.14%
+3,894
191
$370K 0.14%
+8,274
192
$370K 0.14%
+1,929
193
$364K 0.14%
+2,152
194
$363K 0.14%
+6,510
195
$362K 0.14%
4,851
+387
196
$360K 0.14%
+2,450
197
$359K 0.14%
+1,962
198
$357K 0.14%
+5,094
199
$357K 0.14%
+3,081
200
$355K 0.14%
4,077
-8,052
6 7
8
9 10