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
401
$158K 0.05%
13,600
+4,860
402
$157K 0.05%
1,821
-10,307
403
$156K 0.05%
2,864
+1,695
404
$153K 0.05%
+9,204
405
$153K 0.05%
5,219
-4,968
406
$152K 0.05%
1,696
-666
407
$152K 0.05%
+10,969
408
$151K 0.05%
+10,005
409
$150K 0.05%
+412
410
$149K 0.05%
2,660
-6,220
411
$148K 0.05%
+52,180
412
$147K 0.05%
+755
413
$145K 0.05%
+1,282
414
$144K 0.05%
+1,484
415
$143K 0.05%
+6,212
416
$142K 0.05%
1,282
-16,021
417
$141K 0.05%
2,553
-3,540
418
$141K 0.05%
+4,308
419
$140K 0.05%
+4,482
420
$140K 0.05%
4,598
-5,625
421
$140K 0.05%
2,632
-20,480
422
$139K 0.05%
8,863
-16,220
423
$137K 0.05%
1,845
-3,872
424
$136K 0.05%
+844
425
$135K 0.05%
1,390
-1,295
15 16
17
18 19