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
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$785K 0.14%
4,628
+3,334
202
$777K 0.14%
+36,986
203
$774K 0.14%
1,760
+259
204
$772K 0.14%
+13,951
205
$761K 0.14%
+28,984
206
$761K 0.14%
2,181
+1,433
207
$759K 0.14%
+24,082
208
$757K 0.14%
8,288
+1,801
209
$757K 0.14%
+5,592
210
$748K 0.13%
+11,418
211
$747K 0.13%
12,772
+8,494
212
$736K 0.13%
+9,313
213
$735K 0.13%
+35,317
214
$735K 0.13%
+29,740
215
$728K 0.13%
+24,875
216
$726K 0.13%
+7,730
217
$716K 0.13%
4,010
-1,770
218
$707K 0.13%
+8,228
219
$701K 0.13%
+11,703
220
$698K 0.13%
+21,404
221
$697K 0.13%
+22,708
222
$696K 0.13%
+9,195
223
$693K 0.12%
+14,009
224
$688K 0.12%
+12,741
225
$686K 0.12%
15,467
+7,388
7 8
9
10 11