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
301
$457K 0.06%
+4,652
302
$455K 0.06%
4,402
+170
303
$451K 0.06%
+8,754
304
$448K 0.05%
+6,393
305
$441K 0.05%
8,011
-27,895
306
$437K 0.05%
+11,100
307
$433K 0.05%
8,018
-2,079
308
$432K 0.05%
+1,469
309
$420K 0.05%
+4,574
310
$415K 0.05%
8,610
-4,612
311
$410K 0.05%
3,650
-57,798
312
$403K 0.05%
7,921
-578
313
$403K 0.05%
+3,642
314
$393K 0.05%
10,636
-1,133
315
$388K 0.05%
+8,127
316
$386K 0.05%
+2,554
317
$385K 0.05%
+3,861
318
$383K 0.05%
+1,662
319
$382K 0.05%
+1,552
320
$377K 0.05%
1,226
-4,678
321
$343K 0.04%
10,589
-647
322
$331K 0.04%
+9,072
323
$324K 0.04%
+8,998
324
$313K 0.04%
+1,423
325
$298K 0.04%
+6,750
11 12
13
14 15