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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
1
$12.4M 2.19%
66,570
-35,264
2
$12.4M 2.19%
23,965
+7,398
3
$12.4M 2.19%
+51,055
4
$12.1M 2.13%
+16,793
5
$9.92M 1.75%
54,366
-59,201
6
$9.72M 1.72%
75,409
+45,977
7
$9.38M 1.66%
65,503
-24,321
8
$7.52M 1.33%
31,728
-9,100
9
$7.42M 1.31%
65,783
+31,972
10
$7.21M 1.27%
273,032
+253,871
11
$6.96M 1.23%
39,110
+28,271
12
$6.78M 1.2%
48,967
-40,050
13
$6.52M 1.15%
33,324
+5,602
14
$6.28M 1.11%
10,206
-20,227
15
$5.99M 1.06%
+90,324
16
$5.3M 0.94%
15,027
+1,547
17
$5M 0.88%
+18,365
18
$4.96M 0.88%
59,406
+34,152
19
$4.87M 0.86%
+29,998
20
$4.77M 0.84%
59,696
+36,844
21
$4.76M 0.84%
28,623
-50,928
22
$4.75M 0.84%
+10,610
23
$4.66M 0.82%
30,349
-16,483
24
$4.58M 0.81%
+139,762
25
$4.52M 0.8%
+13,235
1
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