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
$820M
AUM Growth
-$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10M
3
+$8.85M
4
BLK icon
Blackrock
BLK
+$8.53M
5
CAVA icon
CAVA Group
CAVA
+$8.43M

Top Sells

1
+$20.5M
2
+$18.9M
3
+$18.7M
4
DE icon
Deere & Co
DE
+$17.9M
5
UBER icon
Uber
UBER
+$16.7M

Sector Composition

1 Technology 20.18%
2 Industrials 17.25%
3 Consumer Discretionary 14.94%
4 Financials 12.6%
5 Healthcare 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.27M 0.76%
22,788
-1,943
27
$6.23M 0.76%
+29,005
28
$6.18M 0.75%
29,346
-89,627
29
$6.15M 0.75%
73,919
+52,453
30
$6.11M 0.75%
44,152
+15,097
31
$5.92M 0.72%
+10,926
32
$5.74M 0.7%
45,603
-857
33
$5.72M 0.7%
+33,082
34
$5.69M 0.69%
+26,920
35
$5.69M 0.69%
5,413
-1,911
36
$5.69M 0.69%
25,595
-3,550
37
$5.68M 0.69%
42,881
-3,692
38
$5.55M 0.68%
+10,966
39
$5.45M 0.66%
+27,698
40
$5.42M 0.66%
66,210
-52,860
41
$5.37M 0.65%
22,646
-3,956
42
$5.35M 0.65%
+26,325
43
$5.3M 0.65%
33,349
+20,692
44
$5.24M 0.64%
38,050
+21,570
45
$4.98M 0.61%
64,089
-12,209
46
$4.96M 0.61%
+47,767
47
$4.79M 0.58%
11,220
-1,812
48
$4.76M 0.58%
61,050
-41,159
49
$4.71M 0.57%
+14,144
50
$4.66M 0.57%
36,219
-22,208
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