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
301
$240K 0.08%
2,167
-5,077
302
$239K 0.08%
+4,970
303
$238K 0.08%
+15,473
304
$233K 0.08%
1,083
-1,426
305
$233K 0.08%
928
-13,269
306
$233K 0.08%
3,468
-720
307
$231K 0.08%
1,475
+1,296
308
$231K 0.08%
2,151
-187
309
$230K 0.08%
+6,303
310
$226K 0.08%
2,101
-6,938
311
$220K 0.08%
1,165
-32
312
$219K 0.08%
5,268
-5,047
313
$219K 0.08%
+1,968
314
$218K 0.07%
6,042
-5,174
315
$218K 0.07%
1,028
-8,628
316
$216K 0.07%
+4,323
317
$215K 0.07%
+5,726
318
$214K 0.07%
+2,459
319
$214K 0.07%
+3,288
320
$214K 0.07%
+2,462
321
$213K 0.07%
982
+816
322
$213K 0.07%
+7,567
323
$213K 0.07%
+8,396
324
$213K 0.07%
+6,640
325
$212K 0.07%
+1,647
11 12
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