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
26
$9.16M 0.79%
52,662
-31,504
27
$9.04M 0.78%
142,785
+25,410
28
$8.93M 0.77%
+19,497
29
$8.68M 0.75%
+145,965
30
$8.61M 0.74%
+56,754
31
$8.59M 0.74%
18,956
-4,414
32
$8.57M 0.74%
+16,278
33
$8.56M 0.74%
+35,095
34
$8.55M 0.73%
+18,470
35
$8.33M 0.72%
30,774
+5,988
36
$8.2M 0.7%
+29,942
37
$8.15M 0.7%
158,843
+122,679
38
$8.11M 0.7%
166,618
+54,076
39
$7.99M 0.69%
+13,747
40
$7.84M 0.67%
+53,478
41
$7.76M 0.67%
16,457
-3,604
42
$7.74M 0.66%
+22,324
43
$7.66M 0.66%
21,118
+13,109
44
$7.6M 0.65%
48,513
+15,591
45
$7.54M 0.65%
+33,861
46
$7.47M 0.64%
15,961
+5,450
47
$7.35M 0.63%
39,399
+5,261
48
$7.34M 0.63%
50,890
-2,109
49
$7.27M 0.62%
+79,316
50
$7.12M 0.61%
+12,273
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