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
$1.21B
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$20.4M
3
+$19.6M
4
AMD icon
Advanced Micro Devices
AMD
+$15M
5
SPGI icon
S&P Global
SPGI
+$13.9M

Top Sells

1
+$28.8M
2
+$22.8M
3
+$19.6M
4
SNOW icon
Snowflake
SNOW
+$15.8M
5
WMT icon
Walmart
WMT
+$14.5M

Sector Composition

1 Technology 23.69%
2 Industrials 14.15%
3 Healthcare 13.95%
4 Consumer Discretionary 11.51%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.77M 0.15%
+12,657
177
$1.71M 0.14%
73,538
-59,041
178
$1.69M 0.14%
13,049
-17,556
179
$1.68M 0.14%
+26,147
180
$1.67M 0.14%
+23,748
181
$1.67M 0.14%
+38,341
182
$1.64M 0.14%
30,784
-17,124
183
$1.63M 0.13%
+57,048
184
$1.6M 0.13%
29,460
+21,145
185
$1.6M 0.13%
+28,019
186
$1.59M 0.13%
6,688
-123
187
$1.59M 0.13%
34,454
+3,679
188
$1.56M 0.13%
+21,315
189
$1.56M 0.13%
5,902
-1,014
190
$1.55M 0.13%
3,227
+576
191
$1.55M 0.13%
22,217
192
$1.55M 0.13%
+57,997
193
$1.54M 0.13%
+8,960
194
$1.54M 0.13%
+14,155
195
$1.52M 0.12%
25,061
+20,840
196
$1.51M 0.12%
9,479
+5,081
197
$1.51M 0.12%
22,238
-78,831
198
$1.49M 0.12%
+26,867
199
$1.49M 0.12%
35,812
-13,373
200
$1.49M 0.12%
21,466
-56,048
6 7
8
9 10