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
251
$511K 0.1%
9,054
+7,614
252
$507K 0.09%
3,136
+832
253
$504K 0.09%
+6,496
254
$504K 0.09%
2,576
+1,683
255
$503K 0.09%
+14,505
256
$503K 0.09%
8,804
+8,274
257
$502K 0.09%
+9,816
258
$501K 0.09%
10,785
+5,928
259
$501K 0.09%
+2,831
260
$498K 0.09%
+5,804
261
$497K 0.09%
5,487
+2,854
262
$495K 0.09%
+6,182
263
$495K 0.09%
+6,029
264
$495K 0.09%
6,012
+5,661
265
$493K 0.09%
+6,482
266
$492K 0.09%
+3,360
267
$491K 0.09%
+18,882
268
$491K 0.09%
10,257
+7,110
269
$488K 0.09%
11,455
+5,965
270
$485K 0.09%
+55,234
271
$480K 0.09%
8,016
+5,782
272
$478K 0.09%
2,745
-3,033
273
$477K 0.09%
+7,918
274
$477K 0.09%
6,533
-912
275
$475K 0.09%
+4,876