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
276
$474K 0.09%
+9,939
277
$473K 0.09%
3,356
+2,977
278
$468K 0.09%
+6,772
279
$467K 0.09%
6,978
+5,541
280
$467K 0.09%
+6,597
281
$456K 0.08%
+4,028
282
$452K 0.08%
+2,664
283
$450K 0.08%
2,411
-626
284
$447K 0.08%
+3,207
285
$447K 0.08%
4,074
+3,229
286
$445K 0.08%
1,006
-681
287
$445K 0.08%
+7,951
288
$438K 0.08%
+5,658
289
$437K 0.08%
9,993
+7,777
290
$433K 0.08%
+4,099
291
$428K 0.08%
3,989
-5,003
292
$423K 0.08%
7,409
+6,974
293
$423K 0.08%
2,586
+1,974
294
$422K 0.08%
+1,927
295
$420K 0.08%
+4,026
296
$420K 0.08%
+3,694
297
$417K 0.08%
1,911
+1,279
298
$416K 0.08%
+5,733
299
$410K 0.08%
+5,420
300
$409K 0.08%
+8,349
10 11
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