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
451
$117K 0.04%
2,593
-924
452
$117K 0.04%
+17,830
453
$116K 0.04%
4,107
-7,796
454
$116K 0.04%
+2,283
455
$116K 0.04%
+4,247
456
$115K 0.04%
1,082
-18,145
457
$115K 0.04%
+7,163
458
$112K 0.04%
+963
459
$112K 0.04%
3,559
+113
460
$112K 0.04%
+2,163
461
$111K 0.04%
1,332
-4,568
462
$111K 0.04%
4,944
+3,829
463
$111K 0.04%
+2,408
464
$111K 0.04%
4,648
-30,824
465
$111K 0.04%
+4,164
466
$110K 0.04%
1,241
-4,057
467
$109K 0.04%
+4,451
468
$109K 0.04%
+1,892
469
$109K 0.04%
902
-6,636
470
$108K 0.04%
1,273
-2,241
471
$108K 0.04%
+2,953
472
$107K 0.04%
+1,622
473
$107K 0.04%
2,106
-36,825
474
$107K 0.04%
+2,399
475
$107K 0.04%
+4,727
17 18
19
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