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
$655M
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.9M
3
+$11.1M
4
AMZN icon
Amazon
AMZN
+$11M
5
FDX icon
FedEx
FDX
+$10M

Top Sells

1
+$12.6M
2
+$3.2M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
LIN icon
Linde
LIN
+$1.92M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 16.33%
3 Healthcare 12.65%
4 Industrials 11.42%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 2.48%
99,840
+67,680
2
$16.2M 2.47%
+69,548
3
$11.9M 1.81%
+158,123
4
$11.1M 1.69%
+32,887
5
$10M 1.53%
+38,515
6
$9.72M 1.48%
+110,960
7
$9.04M 1.38%
+214,138
8
$8.93M 1.36%
40,824
+37,765
9
$8.89M 1.36%
+41,550
10
$8.22M 1.25%
38,790
+38,577
11
$7.76M 1.18%
+51,140
12
$7.68M 1.17%
+150,564
13
$7.55M 1.15%
+578,520
14
$6.89M 1.05%
+48,732
15
$6.84M 1.04%
+38,961
16
$6.58M 1%
82,180
+78,320
17
$6.55M 1%
19,723
+8,732
18
$6.48M 0.99%
29,134
+27,654
19
$6.24M 0.95%
11,539
+8,672
20
$5.94M 0.91%
33,655
+24,965
21
$5.84M 0.89%
+44,426
22
$5.76M 0.88%
22,048
+19,564
23
$5.4M 0.82%
+58,833
24
$5.15M 0.79%
+59,003
25
$5.02M 0.77%
30,609
+30,120
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