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
1
$14.1M 1.72%
70,338
-5,303
2
$13.7M 1.67%
59,940
-28,904
3
$12.3M 1.49%
80,820
+66,233
4
$12.1M 1.48%
+53,774
5
$10.1M 1.24%
117,131
+32,352
6
$10.1M 1.23%
61,080
-55,720
7
$9.79M 1.19%
41,876
+3,975
8
$9.39M 1.15%
21,058
-11,551
9
$8.85M 1.08%
+29,657
10
$8.84M 1.08%
50,566
+12,107
11
$8.77M 1.07%
11,140
+10,834
12
$8.71M 1.06%
63,630
+35,552
13
$8.43M 1.03%
+90,917
14
$8.4M 1.02%
+28,116
15
$8.32M 1.01%
+24,450
16
$8.19M 1%
21,377
-40,693
17
$8.15M 0.99%
31,986
-40,380
18
$7.46M 0.91%
35,423
+6,287
19
$7.44M 0.91%
68,423
+59,968
20
$7.33M 0.89%
+31,639
21
$7.25M 0.88%
79,253
+72,802
22
$7.2M 0.88%
110,058
-50,605
23
$7M 0.85%
+65,746
24
$6.89M 0.84%
+64,524
25
$6.63M 0.81%
33,141
-7,973
1
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