FC
FORA Capital Portfolio holdings
AUM
$827M
1-Year Est. Return
47.72%
This Fund
S&P 500
1 Year Est. Return
+47.72%
AUM
$827M
AUM Growth
+$261M
(+46%)
Holding
687
Top Buys
| 1 | +$16M | |
| 2 | +$14M | |
| 3 | +$12.4M | |
| 4 |
Caterpillar
CAT
|
+$12.3M |
| 5 |
Iris Energy
IREN
|
+$11.5M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$12.1M | |
| 3 | +$9.92M | |
| 4 |
lululemon athletica
LULU
|
+$6.96M |
| 5 |
Coca-Cola
KO
|
+$5.99M |
Sector Composition
| 1 | Technology | 25.79% |
| 2 | Financials | 16.62% |
| 3 | Industrials | 13.59% |
| 4 | Communication Services | 10.97% |
| 5 | Healthcare | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Popular Inc
BPOP
$9.51B
| – | – |
-3,229
|
|
||
677
Berkshire Hathaway Class B
BRK.B
$1.01T
| – | – |
-8,759
|
|
||
678
Bruker
BRKR
$5.56B
| – | – |
-16,756
|
|
||
679
Braze
BRZE
$2.64B
| – | – |
-9,255
|
|
||
680
British American Tobacco
BTI
$126B
| – | – |
-27,448
|
|
||
681
AB InBev
BUD
$141B
| – | – |
-18,656
|
|
||
682
Boston Properties
BXP
$9.16B
| – | – |
-14,199
|
|
||
683
Conagra Brands
CAG
$6.78B
| – | – |
-24,459
|
|
||
684
CAVA Group
CAVA
$11.1B
| – | – |
-7,148
|
|
||
685
CBRE Group
CBRE
$43.5B
| – | – |
-3,151
|
|
||
686
Cameco
CCJ
$53.2B
| – | – |
-6,404
|
|
||
687
Coeur Mining
CDE
$20B
| – | – |
-19,717
|
|