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
$1.21B
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$20.4M
3
+$19.6M
4
AMD icon
Advanced Micro Devices
AMD
+$15M
5
SPGI icon
S&P Global
SPGI
+$13.9M

Top Sells

1
+$28.8M
2
+$22.8M
3
+$19.6M
4
SNOW icon
Snowflake
SNOW
+$15.8M
5
WMT icon
Walmart
WMT
+$14.5M

Sector Composition

1 Technology 23.69%
2 Industrials 14.15%
3 Healthcare 13.95%
4 Consumer Discretionary 11.51%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$404K 0.03%
+14,468
352
$393K 0.03%
+1,001
353
$393K 0.03%
+2,383
354
$390K 0.03%
6,241
+2,939
355
$386K 0.03%
468
-1,115
356
$384K 0.03%
+1,476
357
$379K 0.03%
2,249
-1,045
358
$378K 0.03%
6,474
-71,142
359
$375K 0.03%
6,066
-3,418
360
$369K 0.03%
+12,624
361
$361K 0.03%
+1,959
362
$357K 0.03%
495
-1,100
363
$355K 0.03%
+11,236
364
$354K 0.03%
+4,357
365
$350K 0.03%
15,441
-6,271
366
$329K 0.03%
+9,291
367
$320K 0.03%
3,319
-8,338
368
$314K 0.03%
+4,603
369
$311K 0.03%
6,410
-2,653
370
$308K 0.03%
+725
371
$303K 0.03%
+1,978
372
$289K 0.02%
+3,144
373
$287K 0.02%
+3,335
374
$271K 0.02%
10,040
-6,061
375
$269K 0.02%
+488
13 14
15
16 17