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
$153M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$3.32M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
VAR
Varian Medical Systems, Inc.
VAR
+$1.93M

Top Sells

1
+$14.1M
2
+$5.2M
3
+$4.06M
4
LULU icon
lululemon athletica
LULU
+$3.27M
5
JD icon
JD.com
JD
+$3M

Sector Composition

1 Consumer Discretionary 18.17%
2 Communication Services 16.69%
3 Healthcare 12.57%
4 Technology 11.76%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$87K 0.06%
3,650
+2,495
327
$87K 0.06%
2,587
-1,898
328
$87K 0.06%
+1,596
329
$86K 0.06%
2,069
-998
330
$86K 0.06%
+546
331
$86K 0.06%
+1,621
332
$86K 0.06%
+3,836
333
$86K 0.06%
+3,522
334
$85K 0.06%
+1,066
335
$85K 0.06%
3,952
+1,529
336
$84K 0.06%
+3,096
337
$84K 0.06%
3,181
+265
338
$83K 0.05%
558
-4,776
339
$83K 0.05%
2,865
+2,056
340
$83K 0.05%
891
+577
341
$83K 0.05%
+898
342
$83K 0.05%
1,196
-5,676
343
$83K 0.05%
3,361
-382
344
$82K 0.05%
1,031
-1,825
345
$82K 0.05%
+1,568
346
$82K 0.05%
468
-2,558
347
$80K 0.05%
+882
348
$80K 0.05%
+965
349
$79K 0.05%
801
+595
350
$79K 0.05%
10,372
-2,122
12 13
14
15 16