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FC

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
176
$925K 0.16%
4,387
+2,990
177
$918K 0.16%
6,909
-2,271
178
$907K 0.16%
+5,461
179
$901K 0.16%
20,222
+5,499
180
$891K 0.16%
29,001
-23,813
181
$887K 0.16%
+46,866
182
$884K 0.16%
+7,145
183
$877K 0.15%
9,588
-13,823
184
$874K 0.15%
6,516
-6,558
185
$873K 0.15%
7,057
-70,549
186
$867K 0.15%
11,858
+2,911
187
$867K 0.15%
+27,114
188
$865K 0.15%
+18,087
189
$858K 0.15%
37,967
+19,842
190
$852K 0.15%
37,396
+18,688
191
$851K 0.15%
+11,897
192
$849K 0.15%
5,089
-3,704
193
$842K 0.15%
5,175
-8,625
194
$835K 0.15%
+108,140
195
$812K 0.14%
+1,882
196
$807K 0.14%
+46,728
197
$783K 0.14%
+14,733
198
$776K 0.14%
2,502
-19,523
199
$772K 0.14%
+8,766
200
$772K 0.14%
716
-1,682
6 7
8
9 10