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
501
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-15,363
502
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503
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-9,291
504
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505
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506
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507
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-2,927
508
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-63,157
509
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-5,054
510
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-30,342
511
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-13,950
512
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-147,329
513
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-57,563
514
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-37,998
515
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516
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-8,480
517
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-5,936
518
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519
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520
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521
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-23,744
522
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-3,523
523
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-30,784
524
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-14,464
525
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-3,227
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