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
276
$279K 0.1%
+14,142
277
$278K 0.1%
+2,451
278
$277K 0.09%
10,083
-5,851
279
$276K 0.09%
6,788
+4,338
280
$275K 0.09%
4,510
-4,872
281
$275K 0.09%
+4,544
282
$275K 0.09%
3,750
-7,564
283
$272K 0.09%
+7,779
284
$270K 0.09%
+267
285
$265K 0.09%
7,488
+5,267
286
$265K 0.09%
+2,285
287
$265K 0.09%
+8,988
288
$263K 0.09%
3,205
+2,670
289
$262K 0.09%
+3,212
290
$261K 0.09%
+5,105
291
$261K 0.09%
3,455
-1,499
292
$258K 0.09%
+616
293
$257K 0.09%
1,833
+1,493
294
$257K 0.09%
+18,770
295
$253K 0.09%
+7,659
296
$250K 0.09%
+4,297
297
$249K 0.09%
2,659
+1,658
298
$245K 0.08%
+2,539
299
$245K 0.08%
+1,806
300
$242K 0.08%
2,625
+654
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