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
76
$3.56M 0.43%
21,921
-61,341
77
$3.54M 0.43%
+5,952
78
$3.51M 0.43%
+72,275
79
$3.47M 0.42%
119,142
+11,066
80
$3.32M 0.4%
+11,973
81
$3.29M 0.4%
+31,772
82
$3.25M 0.4%
+24,558
83
$3.21M 0.39%
39,013
+32,897
84
$3.21M 0.39%
23,446
-9,108
85
$3.16M 0.39%
13,067
-22,469
86
$3.09M 0.38%
+20,861
87
$3.05M 0.37%
62,381
-7,531
88
$3.05M 0.37%
+7,495
89
$3.03M 0.37%
24,510
-47,548
90
$3.03M 0.37%
55,134
-11,526
91
$3.02M 0.37%
15,409
-7,073
92
$3.01M 0.37%
21,053
-5,460
93
$2.95M 0.36%
16,617
-1,663
94
$2.93M 0.36%
+30,008
95
$2.9M 0.35%
+10,002
96
$2.9M 0.35%
+22,332
97
$2.85M 0.35%
19,502
-32,181
98
$2.84M 0.35%
+9,941
99
$2.81M 0.34%
31,471
-3,608
100
$2.74M 0.33%
11,497
-45,389
2 3
4
5 6