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
376
$175K 0.06%
+5,731
377
$173K 0.06%
+2,736
378
$172K 0.06%
+1,508
379
$172K 0.06%
3,156
-6,897
380
$171K 0.06%
+2,643
381
$171K 0.06%
3,023
-1,356
382
$171K 0.06%
+1,652
383
$170K 0.06%
3,858
-2,811
384
$169K 0.06%
+2,836
385
$168K 0.06%
+33,555
386
$167K 0.06%
+4,485
387
$167K 0.06%
+2,297
388
$167K 0.06%
+2,226
389
$167K 0.06%
6,293
-35,107
390
$166K 0.06%
+3,897
391
$166K 0.06%
5,518
-13,946
392
$165K 0.06%
8,066
+4,520
393
$164K 0.06%
+4,014
394
$163K 0.06%
915
+337
395
$162K 0.06%
+1,170
396
$161K 0.06%
+545
397
$160K 0.05%
+2,577
398
$160K 0.05%
+10,126
399
$159K 0.05%
2,212
-1,196
400
$159K 0.05%
+3,146
14 15
16
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