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
326
$514K 0.04%
11,951
+1,246
327
$513K 0.04%
+20,414
328
$510K 0.04%
+3,279
329
$505K 0.04%
+6,797
330
$504K 0.04%
15,294
+4,294
331
$499K 0.04%
5,931
+1,613
332
$496K 0.04%
6,708
-26,962
333
$496K 0.04%
+9,292
334
$493K 0.04%
2,844
+7
335
$492K 0.04%
9,575
+5,484
336
$491K 0.04%
+8,315
337
$490K 0.04%
+3,294
338
$484K 0.04%
+9,153
339
$478K 0.04%
+15,253
340
$478K 0.04%
+5,523
341
$475K 0.04%
+4,677
342
$474K 0.04%
+4,740
343
$466K 0.04%
+9,484
344
$460K 0.04%
+9,162
345
$455K 0.04%
+2,133
346
$455K 0.04%
+7,039
347
$455K 0.04%
+10,943
348
$453K 0.04%
+12,609
349
$450K 0.04%
+5,662
350
$446K 0.04%
+11,073
12 13
14
15 16