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
351
$79K 0.05%
1,770
-6,029
352
$78K 0.05%
690
+460
353
$77K 0.05%
209
-2,338
354
$77K 0.05%
+546
355
$76K 0.05%
+1,890
356
$76K 0.05%
4,180
+1,985
357
$76K 0.05%
+1,494
358
$76K 0.05%
+2,633
359
$75K 0.05%
1,186
-436
360
$75K 0.05%
+4,080
361
$75K 0.05%
+2,023
362
$75K 0.05%
715
-2,200
363
$75K 0.05%
3,089
+1,031
364
$74K 0.05%
+1,466
365
$74K 0.05%
+1,090
366
$74K 0.05%
+449
367
$74K 0.05%
+1,420
368
$74K 0.05%
2,010
+494
369
$74K 0.05%
1,695
-2,991
370
$73K 0.05%
+308
371
$73K 0.05%
+926
372
$73K 0.05%
+3,845
373
$72K 0.05%
+2,062
374
$71K 0.05%
+5,848
375
$71K 0.05%
+882
13 14
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