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
51
$4.66M 0.57%
+69,487
52
$4.65M 0.57%
21,637
-5,728
53
$4.65M 0.57%
+5,150
54
$4.56M 0.56%
10,162
-511
55
$4.54M 0.55%
+7,765
56
$4.48M 0.55%
+20,047
57
$4.48M 0.55%
+31,796
58
$4.45M 0.54%
49,368
+35,213
59
$4.39M 0.53%
+30,239
60
$4.32M 0.53%
+17,372
61
$4.27M 0.52%
42,104
-11,166
62
$4.26M 0.52%
14,813
-4,140
63
$4.21M 0.51%
+1,420
64
$4.17M 0.51%
39,114
+31,432
65
$4.15M 0.51%
+17,133
66
$4.04M 0.49%
+39,218
67
$3.9M 0.48%
+35,943
68
$3.86M 0.47%
+4,679
69
$3.84M 0.47%
+32,531
70
$3.83M 0.47%
8,173
+3,329
71
$3.78M 0.46%
+13,041
72
$3.75M 0.46%
8,879
-2,551
73
$3.75M 0.46%
28,156
+2,334
74
$3.65M 0.45%
+3,571
75
$3.58M 0.44%
17,608
-1,383
1 2
3
4 5