FC
FORA Capital Portfolio holdings
AUM
$566M
1-Year Est. Return
54.6%
1 Year Est. Return
+54.6%
AUM
$901M
AUM Growth
-$85.4M
(-8.7%)
Holding
749
Top Buys
| 1 | +$16.2M | |
| 2 | +$16.2M | |
| 3 | +$16.1M | |
| 4 |
Apple
AAPL
|
+$16M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$13.8M |
Top Sells
| 1 | +$17.4M | |
| 2 | +$17.3M | |
| 3 | +$16.7M | |
| 4 |
Marvell Technology
MRVL
|
+$15.3M |
| 5 |
Chevron
CVX
|
+$14.7M |
Sector Composition
| 1 | Technology | 29.98% |
| 2 | Industrials | 17.5% |
| 3 | Consumer Discretionary | 12.37% |
| 4 | Financials | 9.62% |
| 5 | Healthcare | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.62T
| $16.2M | 1.8% |
58,707
+16,402
|
|
||
2
Netflix
NFLX
$471B
| $16.2M | 1.8% |
+12,077
|
|
||
3
GE Aerospace
GE
$322B
| $16.2M | 1.79% |
+62,759
|
|
||
|
4
Berkshire Hathaway Class B
BRK.B
$1.1T
| $16.1M | 1.79% |
33,225
+28,366
|
|
||
5
GE Vernova
GEV
$157B
| $16.1M | 1.79% |
30,433
-23,961
|
|
||
6
NVIDIA
NVDA
$4.63T
| $16.1M | 1.79% |
+101,834
|
|
||
|
7
Apple
AAPL
$4.03T
| $16M | 1.78% |
+78,207
|
|
||
8
Zscaler
ZS
$47.4B
| $15.5M | 1.72% |
49,383
+26,914
|
|
||
9
Palantir
PLTR
$415B
| $15.5M | 1.72% |
113,567
+5,132
|
|
||
10
Intuit
INTU
$185B
| $13.9M | 1.55% |
17,704
+9,822
|
|
||
11
Qualcomm
QCOM
$186B
| $12.7M | 1.41% |
79,551
+43,251
|
|
||
12
NRG Energy
NRG
$31.7B
| $12.5M | 1.39% |
+78,045
|
|
||
13
Home Depot
HD
$361B
| $12.4M | 1.37% |
33,708
+25,581
|
|
||
14
Salesforce
CRM
$232B
| $11.1M | 1.24% |
40,828
+18,537
|
|
||
15
Target
TGT
$40.9B
| $10.6M | 1.18% |
107,582
-23,832
|
|
||
16
Howmet Aerospace
HWM
$81.8B
| $10M | 1.11% |
+53,779
|
|
||
17
Roblox
RBLX
$71.8B
| $9.36M | 1.04% |
89,017
+79,586
|
|
||
18
Lowe's Companies
LOW
$128B
| $9.23M | 1.03% |
41,617
+17,372
|
|
||
19
Motorola Solutions
MSI
$63.3B
| $8.42M | 0.93% |
+20,019
|
|
||
20
Robinhood
HOOD
$110B
| $8.41M | 0.93% |
89,824
-91,524
|
|
||
21
Microsoft
MSFT
$3.79T
| $8.24M | 0.92% |
16,567
-29,376
|
|
||
22
Kellanova
K
$29B
| $7.78M | 0.86% |
97,820
+39,680
|
|
||
23
Amphenol
APH
$164B
| $7.66M | 0.85% |
77,606
+63,795
|
|
||
24
Booking.com
BKNG
$163B
| $7.57M | 0.84% |
1,308
+31
|
|
||
|
QXO
25
QXO Inc
QXO
$11.8B
| $7.55M | 0.84% |
+350,674
|
|