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
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$611K 0.13%
+33,728
202
$610K 0.13%
55,625
+48,517
203
$605K 0.13%
+1,819
204
$604K 0.13%
17,201
-10,687
205
$601K 0.13%
16,597
+9,329
206
$601K 0.13%
9,367
-15,116
207
$599K 0.13%
+6,672
208
$598K 0.13%
2,016
-269
209
$591K 0.13%
+7,188
210
$590K 0.13%
+12,327
211
$585K 0.13%
12,919
-117,764
212
$585K 0.13%
+4,494
213
$584K 0.13%
+7,244
214
$581K 0.13%
+39,846
215
$575K 0.12%
9,795
-20,923
216
$570K 0.12%
6,002
-1,816
217
$569K 0.12%
22,995
-56,094
218
$567K 0.12%
+58,385
219
$566K 0.12%
+8,610
220
$566K 0.12%
+8,689
221
$558K 0.12%
6,048
+428
222
$556K 0.12%
+3,139
223
$555K 0.12%
+86,390
224
$543K 0.12%
5,458
+3,676
225
$542K 0.12%
17,077
+9,248
7 8
9
10 11