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
176
$1.7M 0.17%
2,357
-1,148
177
$1.69M 0.17%
+6,214
178
$1.66M 0.17%
+19,727
179
$1.64M 0.16%
+8,143
180
$1.64M 0.16%
4,777
+3,724
181
$1.61M 0.16%
+23,447
182
$1.6M 0.16%
+51,593
183
$1.59M 0.16%
+7,823
184
$1.58M 0.16%
8,266
-907
185
$1.56M 0.16%
+16,380
186
$1.56M 0.16%
+5,129
187
$1.56M 0.16%
+29,094
188
$1.55M 0.16%
67,659
+48,418
189
$1.54M 0.15%
+20,827
190
$1.54M 0.15%
29,245
+10,326
191
$1.54M 0.15%
19,612
+9,848
192
$1.53M 0.15%
24,170
+4,879
193
$1.52M 0.15%
+35,366
194
$1.52M 0.15%
+33,457
195
$1.52M 0.15%
+18,567
196
$1.51M 0.15%
+8,220
197
$1.5M 0.15%
16,809
+2,945
198
$1.47M 0.15%
+39,494
199
$1.47M 0.15%
14,453
+10,835
200
$1.44M 0.14%
+10,105
6 7
8
9 10