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
$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
26
$1.08M 0.71%
4,911
-7,673
27
$1.06M 0.69%
618
-593
28
$1.02M 0.67%
9,143
-1,106
29
$984K 0.65%
4,572
-3,368
30
$960K 0.63%
8,371
+6,220
31
$914K 0.6%
+1,885
32
$890K 0.58%
16,961
+7,773
33
$877K 0.58%
745
-259
34
$858K 0.56%
34,500
-17,100
35
$858K 0.56%
+18,399
36
$834K 0.55%
+8,339
37
$822K 0.54%
+8,970
38
$808K 0.53%
4,232
+2,757
39
$730K 0.48%
4,412
+3,011
40
$726K 0.48%
+6,675
41
$722K 0.47%
2,975
-5,703
42
$712K 0.47%
+6,135
43
$643K 0.42%
21,051
+6,139
44
$639K 0.42%
4,100
+1,335
45
$630K 0.41%
6,930
-4,325
46
$626K 0.41%
1,512
-1,003
47
$626K 0.41%
+5,474
48
$612K 0.4%
3,059
-217
49
$601K 0.39%
14,742
-21,108
50
$599K 0.39%
3,581
+1,171
1
2
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