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
426
$53K 0.03%
892
-10,878
427
$52K 0.03%
360
-1,287
428
$52K 0.03%
+727
429
$51K 0.03%
+1,733
430
$51K 0.03%
930
-1,713
431
$51K 0.03%
909
+267
432
$51K 0.03%
+283
433
$51K 0.03%
+798
434
$50K 0.03%
+2,337
435
$50K 0.03%
1,848
-1,888
436
$50K 0.03%
374
-3,221
437
$50K 0.03%
1,795
+75
438
$50K 0.03%
5,831
-1,835
439
$50K 0.03%
800
-1,860
440
$50K 0.03%
+1,849
441
$49K 0.03%
+2,406
442
$49K 0.03%
657
-1,235
443
$49K 0.03%
+514
444
$48K 0.03%
+720
445
$48K 0.03%
+1,063
446
$47K 0.03%
+942
447
$47K 0.03%
6,141
448
$46K 0.03%
1,162
-1,916
449
$46K 0.03%
+281
450
$46K 0.03%
1,784
-17,619
16 17
18
19 20