FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
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
451
$46K 0.03%
+281
452
$45K 0.03%
+1,243
453
$45K 0.03%
+768
454
$45K 0.03%
+503
455
$45K 0.03%
1,140
-478
456
$44K 0.03%
+1,034
457
$44K 0.03%
2,387
-5,679
458
$44K 0.03%
+2,124
459
$44K 0.03%
3,182
460
$43K 0.03%
517
-10,198
461
$43K 0.03%
901
-5,952
462
$43K 0.03%
+1,840
463
$43K 0.03%
1,336
-2,992
464
$43K 0.03%
+628
465
$43K 0.03%
+1,737
466
$42K 0.03%
+1,049
467
$42K 0.03%
+679
468
$42K 0.03%
+1,227
469
$41K 0.03%
1,252
-504
470
$41K 0.03%
+1,907
471
$41K 0.03%
219
472
$41K 0.03%
5,060
473
$41K 0.03%
+1,014
474
$41K 0.03%
930
-1,966
475
$40K 0.03%
749
+305
17 18
19
20 21