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
251
$300K 0.1%
5,855
+516
252
$299K 0.1%
+1,842
253
$298K 0.1%
+4,472
254
$298K 0.1%
1,552
-6,622
255
$298K 0.1%
4,589
+3,662
256
$297K 0.1%
+5,162
257
$296K 0.1%
+4,463
258
$295K 0.1%
+5,515
259
$295K 0.1%
1,222
-775
260
$295K 0.1%
+2,333
261
$294K 0.1%
4,957
-887
262
$294K 0.1%
3,866
+2,438
263
$291K 0.1%
+6,933
264
$290K 0.1%
2,915
-42
265
$289K 0.1%
+9,008
266
$287K 0.1%
4,278
-13,020
267
$286K 0.1%
3,696
-5,671
268
$286K 0.1%
+8,528
269
$285K 0.1%
+4,838
270
$285K 0.1%
20,580
+9,365
271
$284K 0.1%
5,236
+4,487
272
$283K 0.1%
6,016
-1,428
273
$282K 0.1%
3,092
-5,622
274
$282K 0.1%
9,523
+7,376
275
$280K 0.1%
1,171
-3,433
9 10
11
12 13