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FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.45M
4
JPM icon
JPMorgan Chase
JPM
+$7.37M
5
NVDA icon
NVIDIA
NVDA
+$7.35M

Top Sells

1
+$7.74M
2
+$7.68M
3
+$7.15M
4
INTC icon
Intel
INTC
+$7.06M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 16.11%
2 Industrials 15.32%
3 Financials 13.3%
4 Healthcare 12.66%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$669K 0.13%
10,703
+1,187
202
$662K 0.13%
+14,393
203
$646K 0.13%
+3,858
204
$646K 0.13%
+5,786
205
$633K 0.13%
+3,729
206
$633K 0.13%
+7,300
207
$625K 0.12%
5,502
+2,002
208
$625K 0.12%
+18,102
209
$621K 0.12%
16,218
+7,476
210
$621K 0.12%
5,292
+1,149
211
$616K 0.12%
+14,480
212
$614K 0.12%
12,846
+1,118
213
$612K 0.12%
11,200
-2,624
214
$609K 0.12%
+14,862
215
$605K 0.12%
+2,504
216
$603K 0.12%
+2,495
217
$602K 0.12%
9,892
+5,290
218
$599K 0.12%
+19,388
219
$598K 0.12%
6,676
-307
220
$590K 0.12%
3,852
-18,216
221
$590K 0.12%
+10,310
222
$588K 0.12%
+10,120
223
$587K 0.12%
11,241
-415
224
$587K 0.12%
+13,279
225
$576K 0.11%
+16,124
7 8
9
10 11