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
276
$797K 0.07%
4,966
-630
277
$795K 0.07%
19,320
+7,941
278
$793K 0.07%
+23,417
279
$780K 0.07%
3,370
-13,948
280
$777K 0.07%
+23,492
281
$763K 0.07%
+26,890
282
$763K 0.07%
3,963
-13,303
283
$753K 0.06%
+8,352
284
$744K 0.06%
11,915
-29,383
285
$743K 0.06%
+34,284
286
$734K 0.06%
+13,895
287
$727K 0.06%
+31,752
288
$725K 0.06%
+19,872
289
$711K 0.06%
1,127
-6,116
290
$710K 0.06%
1,214
+536
291
$709K 0.06%
+8,907
292
$703K 0.06%
7,537
-86,914
293
$697K 0.06%
+7,653
294
$692K 0.06%
6,347
-16,292
295
$688K 0.06%
+15,944
296
$688K 0.06%
+2,571
297
$668K 0.06%
+13,778
298
$662K 0.06%
+2,936
299
$658K 0.06%
+5,237
300
$648K 0.06%
+23,453
10 11
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