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
$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
201
$744K 0.11%
+4,140
202
$741K 0.11%
+13,504
203
$738K 0.11%
+21,890
204
$735K 0.11%
11,312
+7,193
205
$723K 0.11%
7,213
+4,486
206
$723K 0.11%
11,664
+9,142
207
$722K 0.11%
+28,340
208
$719K 0.11%
+9,667
209
$719K 0.11%
+45,405
210
$718K 0.11%
8,505
-7,943
211
$715K 0.11%
+2,761
212
$706K 0.11%
+11,073
213
$703K 0.11%
6,424
-251
214
$695K 0.11%
+5,774
215
$691K 0.11%
+12,606
216
$690K 0.11%
+37,024
217
$687K 0.1%
8,378
+3,746
218
$687K 0.1%
8,101
+7,303
219
$685K 0.1%
+2,779
220
$684K 0.1%
15,996
+10,180
221
$684K 0.1%
+32,642
222
$682K 0.1%
+34,894
223
$678K 0.1%
+28,864
224
$675K 0.1%
+19,129
225
$674K 0.1%
7,235
+4,913
7 8
9
10 11