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
151
$2.15M 0.18%
+29,900
152
$2.15M 0.18%
+40,577
153
$2.12M 0.18%
+22,001
154
$2.09M 0.18%
+43,180
155
$2.06M 0.18%
14,646
+5,544
156
$2.04M 0.18%
+61,108
157
$2.03M 0.17%
14,849
-26,799
158
$2.03M 0.17%
34,443
-57,136
159
$2.03M 0.17%
3,587
-2,861
160
$2.02M 0.17%
6,245
+3,562
161
$1.99M 0.17%
15,367
+10,225
162
$1.99M 0.17%
5,304
-177
163
$1.95M 0.17%
+18,504
164
$1.92M 0.17%
+31,460
165
$1.92M 0.17%
+15,784
166
$1.92M 0.16%
+17,858
167
$1.83M 0.16%
+21,929
168
$1.81M 0.16%
+49,185
169
$1.8M 0.15%
+17,363
170
$1.79M 0.15%
+44,445
171
$1.79M 0.15%
13,580
-10,124
172
$1.78M 0.15%
20,450
+6,756
173
$1.78M 0.15%
+39,394
174
$1.78M 0.15%
+11,110
175
$1.78M 0.15%
19,212
+16,694
5 6
7
8 9