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
201
$1.12M 0.14%
3,736
-40,045
202
$1.09M 0.13%
+4,969
203
$1.09M 0.13%
+18,017
204
$1.09M 0.13%
4,773
+64
205
$1.08M 0.13%
+6,534
206
$1.07M 0.13%
+6,040
207
$1.07M 0.13%
+24,587
208
$1.05M 0.13%
+4,066
209
$1.04M 0.13%
17,103
+3,903
210
$1.04M 0.13%
1,850
-2,478
211
$1.03M 0.13%
3,475
+674
212
$1.03M 0.13%
24,781
-3,173
213
$1.03M 0.13%
2,491
-3,008
214
$1.01M 0.12%
5,927
-2,221
215
$984K 0.12%
+7,277
216
$976K 0.12%
+5,794
217
$966K 0.12%
+5,628
218
$963K 0.12%
16,626
+2,283
219
$959K 0.12%
20,178
-4,358
220
$951K 0.12%
+3,937
221
$946K 0.12%
11,926
+6,276
222
$939K 0.11%
3,439
-2,570
223
$937K 0.11%
+8,640
224
$931K 0.11%
+13,111
225
$929K 0.11%
7,966
-17,355
7 8
9
10 11