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
201
$1.48M 0.13%
+6,594
202
$1.48M 0.13%
+56,215
203
$1.47M 0.13%
+13,687
204
$1.46M 0.13%
28,904
+20,898
205
$1.44M 0.12%
+44,860
206
$1.44M 0.12%
+35,381
207
$1.44M 0.12%
+28,228
208
$1.43M 0.12%
+35,415
209
$1.41M 0.12%
+13,614
210
$1.4M 0.12%
4,584
-13,025
211
$1.4M 0.12%
26,161
+12,776
212
$1.39M 0.12%
+25,291
213
$1.37M 0.12%
6,873
+4,311
214
$1.34M 0.12%
+33,399
215
$1.34M 0.11%
+47,342
216
$1.34M 0.11%
+3,940
217
$1.33M 0.11%
6,811
+4,007
218
$1.32M 0.11%
+14,995
219
$1.31M 0.11%
+4,148
220
$1.28M 0.11%
11,590
+4,394
221
$1.27M 0.11%
+1,583
222
$1.25M 0.11%
+4,183
223
$1.25M 0.11%
+11,211
224
$1.23M 0.11%
+22,217
225
$1.23M 0.11%
+8,684
7 8
9
10 11