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
151
$1.77M 0.22%
11,088
-1,321
152
$1.76M 0.21%
17,173
-26,827
153
$1.75M 0.21%
10,369
+6,454
154
$1.74M 0.21%
+7,173
155
$1.72M 0.21%
10,764
-4,103
156
$1.72M 0.21%
+14,309
157
$1.72M 0.21%
+15,675
158
$1.72M 0.21%
14,880
-5,767
159
$1.7M 0.21%
+5,508
160
$1.68M 0.21%
+23,222
161
$1.68M 0.2%
98,715
-9,410
162
$1.66M 0.2%
+34,671
163
$1.65M 0.2%
31,139
-42,772
164
$1.62M 0.2%
+14,883
165
$1.62M 0.2%
+14,894
166
$1.62M 0.2%
6,848
-16,462
167
$1.61M 0.2%
+7,844
168
$1.6M 0.19%
+7,138
169
$1.59M 0.19%
5,675
-227
170
$1.57M 0.19%
+7,632
171
$1.56M 0.19%
+21,070
172
$1.51M 0.18%
+9,919
173
$1.48M 0.18%
+19,674
174
$1.45M 0.18%
+11,248
175
$1.45M 0.18%
+24,613
5 6
7
8 9