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
$820M
AUM Growth
-$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10M
3
+$8.85M
4
BLK icon
Blackrock
BLK
+$8.53M
5
CAVA icon
CAVA Group
CAVA
+$8.43M

Top Sells

1
+$20.5M
2
+$18.9M
3
+$18.7M
4
DE icon
Deere & Co
DE
+$17.9M
5
UBER icon
Uber
UBER
+$16.7M

Sector Composition

1 Technology 20.18%
2 Industrials 17.25%
3 Consumer Discretionary 14.94%
4 Financials 12.6%
5 Healthcare 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$601K 0.07%
+2,747
277
$592K 0.07%
+11,668
278
$590K 0.07%
3,168
-38
279
$590K 0.07%
2,337
-918
280
$589K 0.07%
+18,438
281
$583K 0.07%
+3,863
282
$581K 0.07%
13,790
+7,095
283
$573K 0.07%
+5,388
284
$571K 0.07%
+6,829
285
$566K 0.07%
+6,753
286
$562K 0.07%
+1,457
287
$562K 0.07%
+9,076
288
$545K 0.07%
17,801
+1,083
289
$535K 0.07%
1,386
+915
290
$534K 0.07%
+4,638
291
$532K 0.06%
+9,310
292
$508K 0.06%
+4,240
293
$507K 0.06%
6,021
+215
294
$504K 0.06%
5,391
-83
295
$487K 0.06%
6,801
-16,947
296
$482K 0.06%
+10,358
297
$479K 0.06%
5,105
-2,634
298
$474K 0.06%
2,570
-3,452
299
$469K 0.06%
12,974
-3,084
300
$460K 0.06%
4,936
-6,540
10 11
12
13 14