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
326
$211K 0.07%
+3,734
327
$209K 0.07%
1,667
+373
328
$207K 0.07%
5,545
-2,387
329
$207K 0.07%
6,853
+2,740
330
$207K 0.07%
+1,212
331
$206K 0.07%
+2,640
332
$206K 0.07%
2,509
-13,460
333
$205K 0.07%
+1,799
334
$205K 0.07%
+2,095
335
$203K 0.07%
+5,173
336
$203K 0.07%
+7,919
337
$202K 0.07%
+3,756
338
$201K 0.07%
2,856
-7,593
339
$201K 0.07%
3,843
-17,741
340
$201K 0.07%
1,637
+1,172
341
$199K 0.07%
1,999
-3,187
342
$199K 0.07%
+4,770
343
$199K 0.07%
1,822
-3,173
344
$199K 0.07%
+11,288
345
$198K 0.07%
+6,649
346
$196K 0.07%
+4,136
347
$195K 0.07%
7,631
-1,776
348
$195K 0.07%
+2,320
349
$195K 0.07%
+4,562
350
$194K 0.07%
+7,685
12 13
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