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
51
$7.04M 0.6%
+60,663
52
$6.81M 0.58%
101,069
+66,517
53
$6.65M 0.57%
+84,870
54
$6.58M 0.57%
+221,921
55
$6.56M 0.56%
+65,612
56
$6.47M 0.56%
+34,153
57
$6.35M 0.55%
+90,402
58
$6.28M 0.54%
+23,052
59
$6.07M 0.52%
+25,091
60
$5.97M 0.51%
138,810
+3,860
61
$5.66M 0.49%
86,924
-31,051
62
$5.65M 0.49%
14,876
+6,514
63
$5.56M 0.48%
45,724
+14,271
64
$5.53M 0.47%
+14,224
65
$5.43M 0.47%
113,120
-28,023
66
$5.38M 0.46%
+31,531
67
$5.35M 0.46%
10,084
-5,394
68
$5.31M 0.46%
+11,774
69
$5.27M 0.45%
40,356
+6,622
70
$5M 0.43%
+64,620
71
$4.9M 0.42%
19,200
+10,787
72
$4.89M 0.42%
77,616
+33,572
73
$4.87M 0.42%
+30,077
74
$4.84M 0.42%
53,638
+23,436
75
$4.73M 0.41%
+111,183
1 2
3
4 5