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
126
$2.64M 0.23%
34,582
-40,642
127
$2.63M 0.23%
+35,770
128
$2.59M 0.22%
42,907
-12,050
129
$2.57M 0.22%
+56,200
130
$2.51M 0.22%
22,658
+17,287
131
$2.49M 0.21%
+31,653
132
$2.46M 0.21%
+6,177
133
$2.46M 0.21%
+16,008
134
$2.44M 0.21%
27,296
-7,741
135
$2.41M 0.21%
6,837
+3,928
136
$2.36M 0.2%
9,531
+1,685
137
$2.36M 0.2%
+50,274
138
$2.34M 0.2%
+20,950
139
$2.32M 0.2%
34,598
+26,721
140
$2.32M 0.2%
17,406
-5,969
141
$2.29M 0.2%
47,908
+16,850
142
$2.28M 0.2%
+20,222
143
$2.25M 0.19%
+20,855
144
$2.24M 0.19%
+24,306
145
$2.23M 0.19%
4,667
-1,543
146
$2.22M 0.19%
25,215
+17,397
147
$2.21M 0.19%
24,278
+17,762
148
$2.19M 0.19%
+53,562
149
$2.19M 0.19%
18,029
+6,826
150
$2.17M 0.19%
21,882
+8,607
4 5
6
7 8