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
251
$947K 0.08%
11,156
+620
252
$942K 0.08%
+4,717
253
$940K 0.08%
+18,319
254
$928K 0.08%
11,583
+6,452
255
$915K 0.08%
+2,267
256
$915K 0.08%
+1,595
257
$904K 0.08%
+7,235
258
$892K 0.08%
38,139
+13,505
259
$887K 0.08%
+21,313
260
$885K 0.08%
2,733
-1,107
261
$877K 0.08%
+7,617
262
$874K 0.08%
+21,228
263
$872K 0.07%
+23,654
264
$871K 0.07%
14,425
+5,123
265
$840K 0.07%
+23,024
266
$833K 0.07%
4,789
-56
267
$826K 0.07%
+33,267
268
$818K 0.07%
+18,954
269
$814K 0.07%
2,910
+1,158
270
$814K 0.07%
+6,583
271
$806K 0.07%
+8,105
272
$806K 0.07%
+9,648
273
$801K 0.07%
9,759
+2,884
274
$798K 0.07%
9,460
+1,597
275
$797K 0.07%
+19,013
9 10
11
12 13