FC
FORA Capital Portfolio holdings
AUM
$566M
1-Year Est. Return
54.6%
1 Year Est. Return
+54.6%
AUM
$566M
AUM Growth
-$335M
(-37%)
Holding
705
Top Buys
| 1 | +$12.4M | |
| 2 | +$12.1M | |
| 3 | +$6.71M | |
| 4 |
Coca-Cola
KO
|
+$5.99M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$5.93M |
Top Sells
| 1 | +$16.2M | |
| 2 | +$16.2M | |
| 3 | +$16M | |
| 4 |
GE Aerospace
GE
|
+$15.7M |
| 5 |
Intuit
INTU
|
+$13.9M |
Sector Composition
| 1 | Technology | 25.83% |
| 2 | Financials | 13.7% |
| 3 | Industrials | 11.02% |
| 4 | Communication Services | 9.94% |
| 5 | Consumer Discretionary | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.08T
| $4.4M | 0.78% |
8,759
-24,466
|
|
||
27
Warner Bros
WBD
$71.6B
| $4.3M | 0.76% |
+220,146
|
|
||
28
Riot Platforms
RIOT
$5.01B
| $4.25M | 0.75% |
223,199
-122,521
|
|
||
29
TSMC
TSM
$1.49T
| $4.07M | 0.72% |
14,559
+11,187
|
|
||
30
EchoStar
SATS
$29.8B
| $3.7M | 0.65% |
+48,500
|
|
||
31
Marathon Digital Holdings
MARA
$4.04B
| $3.48M | 0.62% |
190,794
+158,626
|
|
||
32
Reddit
RDDT
$42.4B
| $3.41M | 0.6% |
+14,848
|
|
||
33
Valero Energy
VLO
$49.7B
| $3.4M | 0.6% |
+19,951
|
|
||
|
34
GE Aerospace
GE
$315B
| $3.13M | 0.55% |
10,408
-52,351
|
|
||
35
General Motors
GM
$76.3B
| $3.06M | 0.54% |
50,207
+19,151
|
|
||
36
Simon Property Group
SPG
$59.6B
| $3.01M | 0.53% |
16,035
+13,552
|
|
||
37
Citigroup
C
$199B
| $2.98M | 0.53% |
+29,341
|
|
||
38
Republic Services
RSG
$66.2B
| $2.88M | 0.51% |
12,549
+11,397
|
|
||
39
Union Pacific
UNP
$140B
| $2.8M | 0.49% |
11,837
-1,925
|
|
||
40
Hecla Mining
HL
$12.7B
| $2.79M | 0.49% |
230,283
+215,541
|
|
||
41
Costco
COST
$382B
| $2.78M | 0.49% |
+3,004
|
|
||
42
Western Digital
WDC
$59.7B
| $2.76M | 0.49% |
+22,994
|
|
||
43
Bank of America
BAC
$400B
| $2.75M | 0.49% |
+53,360
|
|
||
44
Brown & Brown
BRO
$27.6B
| $2.67M | 0.47% |
+28,463
|
|
||
45
Cloudflare
NET
$69.2B
| $2.66M | 0.47% |
12,382
-18,643
|
|
||
46
Target
TGT
$44.2B
| $2.62M | 0.46% |
29,168
-78,414
|
|
||
47
Airbnb
ABNB
$80B
| $2.6M | 0.46% |
21,440
+16,284
|
|
||
48
BJs Wholesale Club
BJ
$12.2B
| $2.56M | 0.45% |
+27,405
|
|
||
49
Sprouts Farmers Market
SFM
$7.71B
| $2.53M | 0.45% |
+23,291
|
|
||
50
GoDaddy
GDDY
$16.8B
| $2.53M | 0.45% |
18,455
+12,692
|
|