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
$292M
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,495
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.2M
3
+$4.06M
4
LULU icon
lululemon athletica
LULU
+$3.48M
5
BYND icon
Beyond Meat
BYND
+$3.47M

Top Sells

1
+$9.96M
2
+$8.69M
3
+$7.14M
4
EQIX icon
Equinix
EQIX
+$6.95M
5
WFC icon
Wells Fargo
WFC
+$6.21M

Sector Composition

1 Technology 21.95%
2 Healthcare 17.27%
3 Consumer Discretionary 16.89%
4 Industrials 8.23%
5 Communication Services 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$348K 0.12%
+896
227
$347K 0.12%
+1,827
228
$343K 0.12%
+4,828
229
$337K 0.12%
+4,897
230
$336K 0.12%
+3,014
231
$335K 0.11%
3,137
-1,036
232
$330K 0.11%
10,082
-41,530
233
$325K 0.11%
5,558
+2,908
234
$324K 0.11%
6,918
+5,360
235
$324K 0.11%
+1,570
236
$321K 0.11%
11,307
+7
237
$320K 0.11%
+3,617
238
$320K 0.11%
3,187
-16,539
239
$317K 0.11%
7,799
-3,419
240
$317K 0.11%
5,512
+3,473
241
$314K 0.11%
+5,587
242
$310K 0.11%
+940
243
$308K 0.11%
+5,377
244
$308K 0.11%
+8,898
245
$308K 0.11%
+271
246
$306K 0.1%
9,188
+851
247
$305K 0.1%
+1,031
248
$303K 0.1%
4,346
+1,952
249
$303K 0.1%
2,656
+1,925
250
$301K 0.1%
+6,100
8 9
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