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
76
$4.73M 0.41%
+115,740
77
$4.7M 0.4%
15,149
-418
78
$4.7M 0.4%
+42,174
79
$4.68M 0.4%
+30,229
80
$4.66M 0.4%
+97,239
81
$4.65M 0.4%
75,380
+21,620
82
$4.59M 0.39%
+62,730
83
$4.45M 0.38%
+39,582
84
$4.45M 0.38%
+81,056
85
$4.39M 0.38%
26,718
-6,349
86
$4.36M 0.37%
13,940
-3,922
87
$4.32M 0.37%
+18,016
88
$4.3M 0.37%
131,180
+114,392
89
$4.28M 0.37%
+73,894
90
$4.23M 0.36%
+38,953
91
$4.15M 0.36%
57,410
+40,316
92
$4.09M 0.35%
+20,160
93
$3.96M 0.34%
8,090
-15,431
94
$3.82M 0.33%
3,152
-1,224
95
$3.74M 0.32%
30,605
+22,312
96
$3.73M 0.32%
26,961
+8,641
97
$3.64M 0.31%
+132,579
98
$3.63M 0.31%
+7,041
99
$3.57M 0.31%
+30,507
100
$3.52M 0.3%
17,076
+7,597
2 3
4
5 6