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
301
$647K 0.06%
+6,583
302
$642K 0.06%
8,879
-2,443
303
$641K 0.06%
+4,582
304
$633K 0.05%
+1,751
305
$631K 0.05%
+7,658
306
$631K 0.05%
6,341
+3,568
307
$625K 0.05%
+21,365
308
$621K 0.05%
+16,928
309
$617K 0.05%
+10,082
310
$613K 0.05%
5,036
-5,976
311
$609K 0.05%
+14,541
312
$598K 0.05%
+4,398
313
$590K 0.05%
+8,207
314
$589K 0.05%
+1,651
315
$564K 0.05%
+8,849
316
$549K 0.05%
+6,366
317
$546K 0.05%
+13,598
318
$534K 0.05%
9,554
+3,828
319
$533K 0.05%
+2,906
320
$530K 0.05%
+3,047
321
$524K 0.05%
+22,302
322
$522K 0.04%
+11,487
323
$520K 0.04%
+21,712
324
$518K 0.04%
+9,597
325
$516K 0.04%
+15,198
11 12
13
14 15