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
451
$193K 0.04%
1,714
+1,047
452
$192K 0.04%
6,329
+4,884
453
$192K 0.04%
+3,096
454
$191K 0.04%
+2,438
455
$190K 0.04%
1,951
-9,127
456
$190K 0.04%
+12,403
457
$189K 0.04%
3,617
+547
458
$188K 0.04%
1,370
-115
459
$188K 0.04%
+3,053
460
$188K 0.04%
+591
461
$187K 0.03%
+772
462
$186K 0.03%
1,192
+707
463
$184K 0.03%
+2,189
464
$184K 0.03%
+4,169
465
$184K 0.03%
2,867
+440
466
$182K 0.03%
+8,544
467
$181K 0.03%
+712
468
$181K 0.03%
2,728
+1,083
469
$175K 0.03%
854
-7,043
470
$174K 0.03%
+1,417
471
$173K 0.03%
+4,697
472
$173K 0.03%
+626
473
$173K 0.03%
+7,022
474
$171K 0.03%
+1,848
475
$168K 0.03%
+3,488
17 18
19
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