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
$1.21B
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$20.4M
3
+$19.6M
4
AMD icon
Advanced Micro Devices
AMD
+$15M
5
SPGI icon
S&P Global
SPGI
+$13.9M

Top Sells

1
+$28.8M
2
+$22.8M
3
+$19.6M
4
SNOW icon
Snowflake
SNOW
+$15.8M
5
WMT icon
Walmart
WMT
+$14.5M

Sector Composition

1 Technology 23.69%
2 Industrials 14.15%
3 Healthcare 13.95%
4 Consumer Discretionary 11.51%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.65M 0.3%
27,773
+5,842
102
$3.56M 0.29%
93,414
-37,766
103
$3.46M 0.29%
18,280
+1,204
104
$3.45M 0.28%
+11,016
105
$3.43M 0.28%
+25,822
106
$3.41M 0.28%
+36,309
107
$3.41M 0.28%
18,386
+3,905
108
$3.4M 0.28%
111,449
+73,310
109
$3.24M 0.27%
+64,385
110
$3.19M 0.26%
35,079
+10,801
111
$3.12M 0.26%
+11,172
112
$3.12M 0.26%
+62,508
113
$3.11M 0.26%
22,146
-3,017
114
$3.11M 0.26%
+20,954
115
$3.11M 0.26%
108,076
+73,792
116
$3.01M 0.25%
+17,540
117
$3.01M 0.25%
+25,321
118
$2.98M 0.25%
36,334
+30,403
119
$2.97M 0.24%
+30,681
120
$2.96M 0.24%
14,867
+10,150
121
$2.9M 0.24%
+44,628
122
$2.86M 0.24%
29,110
+7,228
123
$2.85M 0.23%
36,506
-10,871
124
$2.83M 0.23%
+34,482
125
$2.81M 0.23%
32,570
+917
3 4
5
6 7