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
$538M
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.49M
3
+$7.12M
4
NKE icon
Nike
NKE
+$6.86M
5
TSLA icon
Tesla
TSLA
+$6.83M

Top Sells

1
+$14.1M
2
+$7.71M
3
+$6.39M
4
RH icon
RH
RH
+$4.89M
5
ILMN icon
Illumina
ILMN
+$3.7M

Sector Composition

1 Technology 24.96%
2 Consumer Discretionary 17.54%
3 Healthcare 13.08%
4 Industrials 9.92%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$578K 0.11%
+6,792
227
$574K 0.11%
4,397
+2,701
228
$573K 0.11%
7,373
-2,054
229
$568K 0.11%
4,929
+2,565
230
$557K 0.1%
+2,857
231
$556K 0.1%
2,531
+1,874
232
$556K 0.1%
+11,369
233
$553K 0.1%
+9,076
234
$552K 0.1%
11,193
+1,855
235
$550K 0.1%
+5,089
236
$548K 0.1%
+4,058
237
$541K 0.1%
+5,068
238
$541K 0.1%
7,396
+4,231
239
$539K 0.1%
+18,671
240
$539K 0.1%
+3,419
241
$537K 0.1%
+10,108
242
$535K 0.1%
+2,607
243
$534K 0.1%
+6,446
244
$525K 0.1%
2,698
+1,831
245
$523K 0.1%
+3,211
246
$521K 0.1%
9,903
+6,937
247
$518K 0.1%
+1,129
248
$514K 0.1%
+7,895
249
$514K 0.1%
8,845
+7,829
250
$511K 0.1%
+3,251
8 9
10
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