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
$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
1
$7.59M 1.51%
+27,797
2
$7.54M 1.5%
+52,074
3
$7.45M 1.48%
+46,199
4
$7.43M 1.48%
78,686
+48,350
5
$7.37M 1.47%
+65,455
6
$7.35M 1.46%
+484,610
7
$7.06M 1.4%
+31,125
8
$6.56M 1.3%
30,750
+20,498
9
$5.91M 1.18%
+20,564
10
$5.84M 1.16%
+13,585
11
$5.83M 1.16%
+12,164
12
$5.52M 1.1%
+39,097
13
$5.3M 1.05%
+11,329
14
$5.08M 1.01%
29,023
+23,713
15
$4.96M 0.99%
+45,300
16
$4.63M 0.92%
+2,645
17
$4.4M 0.88%
+108,612
18
$4.33M 0.86%
40,772
-4,442
19
$4.14M 0.82%
+29,672
20
$4.11M 0.82%
14,992
-7,976
21
$4.09M 0.81%
+39,981
22
$4.03M 0.8%
+34,278
23
$3.94M 0.78%
17,584
+1,249
24
$3.83M 0.76%
+54,840
25
$3.76M 0.75%
+48,886
1
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