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
426
$211K 0.04%
+6,255
427
$211K 0.04%
+2,357
428
$211K 0.04%
3,333
-8,148
429
$210K 0.04%
+3,572
430
$208K 0.04%
2,620
+1,811
431
$208K 0.04%
4,619
-6,048
432
$207K 0.04%
+2,594
433
$205K 0.04%
1,059
-2,084
434
$204K 0.04%
+3,268
435
$204K 0.04%
488
-874
436
$204K 0.04%
+4,689
437
$203K 0.04%
1,231
-1,919
438
$202K 0.04%
+2,949
439
$201K 0.04%
+4,340
440
$201K 0.04%
+1,242
441
$199K 0.04%
+10,950
442
$198K 0.04%
3,486
+1,620
443
$196K 0.04%
9,327
+8,395
444
$196K 0.04%
+10,196
445
$195K 0.04%
+4,104
446
$194K 0.04%
3,331
+2,945
447
$194K 0.04%
+4,981
448
$193K 0.04%
3,316
-12,322
449
$193K 0.04%
+1,174
450
$193K 0.04%
+5,613
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