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
101
$2.74M 0.33%
13,016
+6,845
102
$2.72M 0.33%
+24,967
103
$2.7M 0.33%
62,431
+19,076
104
$2.68M 0.33%
+72,077
105
$2.67M 0.33%
+42,274
106
$2.64M 0.32%
+3,590
107
$2.63M 0.32%
6,786
+1,980
108
$2.62M 0.32%
77,670
+67,630
109
$2.61M 0.32%
+25,080
110
$2.56M 0.31%
32,821
-141,375
111
$2.53M 0.31%
+18,733
112
$2.52M 0.31%
20,201
-10,239
113
$2.47M 0.3%
+6,060
114
$2.45M 0.3%
+29,081
115
$2.44M 0.3%
+13,414
116
$2.41M 0.29%
4,728
-36,727
117
$2.4M 0.29%
18,997
+3,300
118
$2.39M 0.29%
5,482
-16,125
119
$2.35M 0.29%
34,014
+25,678
120
$2.35M 0.29%
+47,075
121
$2.32M 0.28%
+13,502
122
$2.32M 0.28%
+12,277
123
$2.3M 0.28%
+7,722
124
$2.28M 0.28%
+21,168
125
$2.18M 0.27%
17,286
-42,892
3 4
5
6 7