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
126
$2.14M 0.26%
8,252
+4,614
127
$2.13M 0.26%
17,272
+2,461
128
$2.12M 0.26%
25,213
-636
129
$2.08M 0.25%
67,804
+53,336
130
$2.03M 0.25%
3,748
-18,938
131
$2.03M 0.25%
33,663
+29,060
132
$2.02M 0.25%
8,927
+5,597
133
$2.02M 0.25%
20,964
-2,358
134
$2.01M 0.25%
27,714
-229,912
135
$2M 0.24%
10,423
-33,972
136
$1.98M 0.24%
+9,837
137
$1.96M 0.24%
+11,386
138
$1.94M 0.24%
3,864
+3,139
139
$1.92M 0.23%
4,235
-9,676
140
$1.9M 0.23%
10,550
-129
141
$1.89M 0.23%
+69,917
142
$1.86M 0.23%
19,480
-25,345
143
$1.86M 0.23%
+8,987
144
$1.85M 0.23%
24,975
-2,919
145
$1.85M 0.23%
+19,170
146
$1.84M 0.22%
+34,155
147
$1.82M 0.22%
11,304
-1,650
148
$1.8M 0.22%
6,905
+6,031
149
$1.79M 0.22%
46,988
+12,555
150
$1.77M 0.22%
+8,149
4 5
6
7 8