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
26
$1.91M 0.66%
+59,170
27
$1.88M 0.64%
21,185
+19,279
28
$1.79M 0.61%
+11,177
29
$1.7M 0.58%
24,784
-22,612
30
$1.64M 0.56%
+9,964
31
$1.63M 0.56%
+58,452
32
$1.55M 0.53%
+9,166
33
$1.54M 0.53%
+22,477
34
$1.49M 0.51%
+28,917
35
$1.49M 0.51%
7,940
+6,329
36
$1.41M 0.48%
22,890
+9,971
37
$1.38M 0.47%
17,263
+11,044
38
$1.37M 0.47%
+35,850
39
$1.36M 0.46%
9,641
-7,529
40
$1.34M 0.46%
13,694
+11,515
41
$1.34M 0.46%
+5,927
42
$1.33M 0.45%
29,679
-194,402
43
$1.32M 0.45%
+10,977
44
$1.31M 0.45%
+19,524
45
$1.28M 0.44%
13,490
-12,790
46
$1.26M 0.43%
+39,970
47
$1.22M 0.42%
+9,184
48
$1.21M 0.41%
18,608
-7,695
49
$1.19M 0.41%
14,932
-4,663
50
$1.18M 0.4%
+23,697
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