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
$998M
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13M
3
+$12.1M
4
LULU icon
lululemon athletica
LULU
+$11.7M
5
UNH icon
UnitedHealth
UNH
+$11.1M

Top Sells

1
+$16.9M
2
+$15.3M
3
+$9.81M
4
CVX icon
Chevron
CVX
+$9.55M
5
META icon
Meta Platforms (Facebook)
META
+$9.36M

Sector Composition

1 Technology 19.29%
2 Healthcare 16.93%
3 Industrials 13.98%
4 Consumer Discretionary 13.25%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.41M 0.14%
+9,619
202
$1.4M 0.14%
+18,041
203
$1.39M 0.14%
15,824
+6,272
204
$1.39M 0.14%
35,824
-486
205
$1.39M 0.14%
+23,134
206
$1.39M 0.14%
+10,417
207
$1.39M 0.14%
3,143
+2,076
208
$1.38M 0.14%
+6,552
209
$1.38M 0.14%
+52,578
210
$1.34M 0.13%
21,946
+17,840
211
$1.34M 0.13%
17,898
+11,910
212
$1.34M 0.13%
10,037
+8,192
213
$1.34M 0.13%
10,696
+6,729
214
$1.32M 0.13%
+20,472
215
$1.3M 0.13%
+22,470
216
$1.3M 0.13%
+32,928
217
$1.29M 0.13%
+17,886
218
$1.29M 0.13%
+22,797
219
$1.28M 0.13%
4,602
-134
220
$1.27M 0.13%
+13,236
221
$1.26M 0.13%
+17,194
222
$1.25M 0.12%
27,850
-7,753
223
$1.24M 0.12%
+15,352
224
$1.24M 0.12%
8,792
+756
225
$1.23M 0.12%
+13,127
7 8
9
10 11