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
$1.16B
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$15.8M
3
+$14.5M
4
CVX icon
Chevron
CVX
+$14.2M
5
MELI icon
Mercado Libre
MELI
+$14.1M

Top Sells

1
+$19.6M
2
+$19.6M
3
+$19.5M
4
CRM icon
Salesforce
CRM
+$19.2M
5
ABNB icon
Airbnb
ABNB
+$19M

Sector Composition

1 Technology 27.33%
2 Consumer Discretionary 15.43%
3 Industrials 12.47%
4 Healthcare 12.26%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.21M 0.1%
+14,733
227
$1.21M 0.1%
+5,849
228
$1.19M 0.1%
+9,996
229
$1.18M 0.1%
33,133
-33,705
230
$1.15M 0.1%
+6,289
231
$1.14M 0.1%
6,357
-1,075
232
$1.13M 0.1%
+2,651
233
$1.13M 0.1%
+46,993
234
$1.13M 0.1%
+11,657
235
$1.13M 0.1%
14,490
+9,027
236
$1.11M 0.1%
4,935
+3,518
237
$1.11M 0.1%
11,699
-5,564
238
$1.08M 0.09%
9,066
-568
239
$1.06M 0.09%
14,513
-3,583
240
$1.04M 0.09%
3,939
-1,529
241
$1.03M 0.09%
+3,382
242
$1.02M 0.09%
10,178
+6,355
243
$1.01M 0.09%
+9,500
244
$1M 0.09%
7,422
+3,302
245
$986K 0.08%
+26,191
246
$980K 0.08%
+22,030
247
$979K 0.08%
+18,426
248
$961K 0.08%
14,764
+10,954
249
$957K 0.08%
+12,612
250
$954K 0.08%
5,219
-773
8 9
10
11 12