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FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.74M
3
+$6.59M
4
KO icon
Coca-Cola
KO
+$6.22M
5
SOFI icon
SoFi Technologies
SOFI
+$6.02M

Top Sells

1
+$16.2M
2
+$16.2M
3
+$16M
4
GE icon
GE Aerospace
GE
+$14.3M
5
INTU icon
Intuit
INTU
+$13.9M

Sector Composition

1 Technology 25.99%
2 Financials 13.54%
3 Industrials 11.02%
4 Communication Services 9.94%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$770K 0.14%
+3,508
202
$767K 0.14%
+5,412
203
$765K 0.14%
5,296
+2,498
204
$750K 0.13%
1,920
-108
205
$741K 0.13%
+11,758
206
$725K 0.13%
+5,831
207
$720K 0.13%
12,669
-25,563
208
$720K 0.13%
20,937
-37,061
209
$717K 0.13%
+946
210
$714K 0.13%
+5,330
211
$713K 0.13%
+53,303
212
$712K 0.13%
+5,238
213
$711K 0.13%
+4,392
214
$701K 0.12%
+3,933
215
$700K 0.12%
+13,647
216
$687K 0.12%
6,976
-18,319
217
$687K 0.12%
+16,375
218
$679K 0.12%
+9,292
219
$670K 0.12%
+4,796
220
$667K 0.12%
+1,095
221
$667K 0.12%
+2,235
222
$667K 0.12%
6,253
-10,252
223
$662K 0.12%
8,928
+7,235
224
$661K 0.12%
13,488
-21,933
225
$659K 0.12%
+4,960
7 8
9
10 11