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
326
$360K 0.07%
+13,552
327
$358K 0.07%
5,098
-678
328
$358K 0.07%
+5,436
329
$356K 0.07%
640
-1,548
330
$354K 0.07%
+1,683
331
$354K 0.07%
+4,023
332
$353K 0.07%
+2,632
333
$350K 0.07%
+1,009
334
$349K 0.06%
+4,656
335
$343K 0.06%
+3,500
336
$341K 0.06%
+2,023
337
$341K 0.06%
+5,273
338
$339K 0.06%
+7,569
339
$336K 0.06%
+6,649
340
$336K 0.06%
+18,164
341
$335K 0.06%
+11,964
342
$334K 0.06%
3,005
+1,983
343
$334K 0.06%
6,606
-41,145
344
$331K 0.06%
1,431
-15,343
345
$330K 0.06%
3,923
+2,916
346
$330K 0.06%
+9,861
347
$324K 0.06%
+4,744
348
$322K 0.06%
2,205
-2,432
349
$320K 0.06%
+5,067
350
$317K 0.06%
+3,904
12 13
14
15 16