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
176
$1.43M 0.17%
+7,967
177
$1.43M 0.17%
+3,093
178
$1.41M 0.17%
+21,672
179
$1.4M 0.17%
+7,222
180
$1.4M 0.17%
+20,543
181
$1.39M 0.17%
+26,089
182
$1.37M 0.17%
+20,533
183
$1.37M 0.17%
+17,343
184
$1.34M 0.16%
+3,515
185
$1.3M 0.16%
9,088
-2,633
186
$1.27M 0.16%
4,189
+15
187
$1.27M 0.16%
+6,977
188
$1.23M 0.15%
22,822
-4,045
189
$1.23M 0.15%
1,500
-8,043
190
$1.22M 0.15%
1,894
+1,399
191
$1.22M 0.15%
+13,574
192
$1.21M 0.15%
+8,596
193
$1.2M 0.15%
10,935
-2,933
194
$1.19M 0.15%
26,756
-37,629
195
$1.18M 0.14%
+18,454
196
$1.18M 0.14%
22,940
+16,699
197
$1.13M 0.14%
16,350
+5,783
198
$1.13M 0.14%
+3,100
199
$1.13M 0.14%
+13,935
200
$1.12M 0.14%
37,263
-9,266
6 7
8
9 10