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
101
$3.4M 0.29%
39,194
+15,281
102
$3.39M 0.29%
47,377
+9,510
103
$3.38M 0.29%
14,881
-4,749
104
$3.36M 0.29%
14,930
+7,600
105
$3.32M 0.29%
12,683
-5,714
106
$3.26M 0.28%
41,268
+21,671
107
$3.19M 0.27%
34,049
-3,073
108
$3.15M 0.27%
+35,759
109
$3.1M 0.27%
21,296
+10,391
110
$3.09M 0.27%
77,514
-7,095
111
$3.08M 0.26%
+21,599
112
$3.07M 0.26%
+25,163
113
$3.02M 0.26%
21,872
+3,669
114
$2.98M 0.26%
+13,724
115
$2.95M 0.25%
21,931
+6,066
116
$2.87M 0.25%
47,005
+37,837
117
$2.84M 0.24%
54,487
+35,601
118
$2.83M 0.24%
+21,930
119
$2.82M 0.24%
+44,837
120
$2.72M 0.23%
+114,103
121
$2.71M 0.23%
14,481
+533
122
$2.69M 0.23%
+3,807
123
$2.69M 0.23%
+49,678
124
$2.69M 0.23%
+29,760
125
$2.68M 0.23%
31,010
+24,499
3 4
5
6 7