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
351
$315K 0.06%
+4,101
352
$313K 0.06%
3,872
+412
353
$310K 0.06%
+2,268
354
$310K 0.06%
+8,999
355
$303K 0.06%
+5,737
356
$303K 0.06%
+5,661
357
$303K 0.06%
+13,514
358
$301K 0.06%
2,253
-5,196
359
$298K 0.06%
+3,159
360
$296K 0.06%
+4,360
361
$293K 0.05%
5,371
+71
362
$288K 0.05%
+1,177
363
$285K 0.05%
+3,901
364
$284K 0.05%
986
-668
365
$284K 0.05%
+5,225
366
$282K 0.05%
+6,436
367
$279K 0.05%
2,863
-258
368
$278K 0.05%
+6,005
369
$277K 0.05%
+669
370
$277K 0.05%
+2,698
371
$276K 0.05%
+2,282
372
$275K 0.05%
4,362
+3,687
373
$274K 0.05%
2,919
+419
374
$271K 0.05%
+9,897
375
$270K 0.05%
2,676
+1,346
13 14
15
16 17