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
301
$409K 0.08%
+8,628
302
$405K 0.08%
+11,984
303
$399K 0.07%
4,724
+1,930
304
$399K 0.07%
+1,673
305
$399K 0.07%
5,102
+4,796
306
$396K 0.07%
6,006
-10,849
307
$396K 0.07%
+317
308
$392K 0.07%
1,483
+676
309
$391K 0.07%
+5,394
310
$385K 0.07%
+8,401
311
$384K 0.07%
+3,351
312
$383K 0.07%
+7,194
313
$382K 0.07%
+1,908
314
$381K 0.07%
+3,672
315
$381K 0.07%
+14,004
316
$377K 0.07%
1,491
+487
317
$375K 0.07%
+4,939
318
$373K 0.07%
+9,223
319
$372K 0.07%
4,624
+3,779
320
$369K 0.07%
4,971
+297
321
$366K 0.07%
9,681
+9,041
322
$362K 0.07%
+12,702
323
$361K 0.07%
5,694
+3,550
324
$361K 0.07%
5,389
+5,038
325
$360K 0.07%
2,775
+1,595
11 12
13
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