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
201
$350K 0.14%
3,936
-1,515
202
$350K 0.14%
+4,767
203
$349K 0.14%
+4,301
204
$347K 0.13%
4,531
-897
205
$346K 0.13%
+3,920
206
$342K 0.13%
+9,800
207
$338K 0.13%
3,961
-8,552
208
$337K 0.13%
+1,236
209
$335K 0.13%
4,576
-11,779
210
$334K 0.13%
+1,999
211
$332K 0.13%
+1,313
212
$330K 0.13%
+2,421
213
$330K 0.13%
+513
214
$329K 0.13%
+6,259
215
$320K 0.12%
+1,354
216
$318K 0.12%
2,302
-9,283
217
$308K 0.12%
+2,155
218
$306K 0.12%
+4,588
219
$305K 0.12%
+3,985
220
$302K 0.12%
4,161
-6,102
221
$301K 0.12%
3,141
-1,082
222
$301K 0.12%
+3,339
223
$299K 0.12%
+2,638
224
$298K 0.12%
3,404
-3,040
225
$298K 0.12%
+1,388
7 8
9
10 11