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
351
$440K 0.04%
2,895
-59,334
352
$439K 0.04%
+2,902
353
$439K 0.04%
+4,346
354
$438K 0.04%
+6,546
355
$430K 0.04%
+18,131
356
$430K 0.04%
+13,904
357
$428K 0.04%
4,428
+1,779
358
$428K 0.04%
+3,928
359
$422K 0.04%
4,628
-22,015
360
$419K 0.04%
7,712
+2,302
361
$410K 0.04%
9,063
+3,559
362
$408K 0.04%
+14,491
363
$405K 0.03%
+4,866
364
$405K 0.03%
+6,022
365
$404K 0.03%
+2,893
366
$402K 0.03%
+7,140
367
$397K 0.03%
+9,578
368
$396K 0.03%
+4,683
369
$393K 0.03%
7,284
-215
370
$392K 0.03%
+9,087
371
$390K 0.03%
3,257
-20,709
372
$381K 0.03%
+16,101
373
$379K 0.03%
+12,375
374
$371K 0.03%
+6,788
375
$370K 0.03%
+10,974
13 14
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