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
251
$128K 0.08%
1,548
+461
252
$128K 0.08%
+660
253
$128K 0.08%
+7,078
254
$128K 0.08%
3,294
+1,654
255
$127K 0.08%
3,205
-175
256
$126K 0.08%
1,438
+26
257
$125K 0.08%
3,288
+1,559
258
$123K 0.08%
+2,288
259
$123K 0.08%
+1,940
260
$123K 0.08%
+2,006
261
$123K 0.08%
724
-1,375
262
$123K 0.08%
859
-4,623
263
$122K 0.08%
3,025
+2,514
264
$122K 0.08%
969
+753
265
$119K 0.08%
303
-637
266
$118K 0.08%
1,241
+188
267
$118K 0.08%
1,280
+182
268
$118K 0.08%
1,930
-353
269
$116K 0.08%
1,897
+249
270
$116K 0.08%
4,645
-21,915
271
$116K 0.08%
1,128
-4,234
272
$116K 0.08%
5,035
+2,761
273
$115K 0.08%
+6,287
274
$115K 0.08%
771
-8,870
275
$115K 0.08%
536
-10,322
9 10
11
12 13