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
351
$194K 0.07%
+1,310
352
$194K 0.07%
4,686
-5,829
353
$192K 0.07%
+1,401
354
$191K 0.07%
+550
355
$189K 0.06%
+6,614
356
$188K 0.06%
1,967
-563
357
$188K 0.06%
+1,448
358
$186K 0.06%
+1,162
359
$185K 0.06%
+8,807
360
$184K 0.06%
15,956
+1,059
361
$184K 0.06%
+634
362
$183K 0.06%
4,669
-27,055
363
$183K 0.06%
+7,351
364
$183K 0.06%
+1,359
365
$182K 0.06%
+4,100
366
$182K 0.06%
2,014
-3,987
367
$182K 0.06%
+10,137
368
$180K 0.06%
+2,156
369
$178K 0.06%
+3,146
370
$177K 0.06%
2,035
-1,053
371
$177K 0.06%
2,857
+327
372
$177K 0.06%
+9,531
373
$176K 0.06%
6,507
+5,851
374
$176K 0.06%
9,148
-7,394
375
$175K 0.06%
+1,423
13 14
15
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