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
$153M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$3.32M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
VAR
Varian Medical Systems, Inc.
VAR
+$1.93M

Top Sells

1
+$14.1M
2
+$5.2M
3
+$4.06M
4
LULU icon
lululemon athletica
LULU
+$3.27M
5
JD icon
JD.com
JD
+$3M

Sector Composition

1 Consumer Discretionary 18.17%
2 Communication Services 16.69%
3 Healthcare 12.57%
4 Technology 11.76%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.1%
+6,456
227
$146K 0.1%
+2,977
228
$144K 0.09%
1,382
-3,242
229
$143K 0.09%
+3,593
230
$142K 0.09%
1,361
+1,166
231
$142K 0.09%
1,254
+291
232
$141K 0.09%
3,748
+1,197
233
$140K 0.09%
5,453
-2,466
234
$138K 0.09%
+2,356
235
$138K 0.09%
1,191
-2,454
236
$138K 0.09%
+1,664
237
$137K 0.09%
+752
238
$137K 0.09%
5,446
+1,468
239
$136K 0.09%
590
-581
240
$134K 0.09%
+44,097
241
$134K 0.09%
+1,169
242
$133K 0.09%
+1,835
243
$133K 0.09%
372
-2,025
244
$132K 0.09%
3,391
+438
245
$132K 0.09%
1,689
+1,391
246
$131K 0.09%
2,701
+1,983
247
$130K 0.09%
1,929
-1,539
248
$129K 0.08%
+4,331
249
$128K 0.08%
+612
250
$128K 0.08%
+1,595
8 9
10
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