FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.6%
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
551
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558
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559
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560
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561
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562
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563
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564
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565
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-30,784
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