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
426
$135K 0.05%
828
-248
427
$134K 0.05%
+3,109
428
$134K 0.05%
+5,408
429
$133K 0.05%
3,380
+2,093
430
$133K 0.05%
+3,637
431
$132K 0.05%
+5,207
432
$131K 0.04%
929
-8,050
433
$130K 0.04%
+6,299
434
$129K 0.04%
+2,789
435
$129K 0.04%
5,442
+3,222
436
$128K 0.04%
3,067
-997
437
$127K 0.04%
+746
438
$126K 0.04%
+2,947
439
$125K 0.04%
6,760
-2,469
440
$124K 0.04%
2,580
-19,319
441
$124K 0.04%
+3,814
442
$123K 0.04%
1,124
-20,987
443
$121K 0.04%
+365
444
$121K 0.04%
+4,652
445
$120K 0.04%
2,816
-3,381
446
$120K 0.04%
1,226
-4,057
447
$119K 0.04%
852
-782
448
$119K 0.04%
4,328
+582
449
$119K 0.04%
+4,023
450
$118K 0.04%
+2,374
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