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
26
$3.42M 0.64%
9,889
+8,743
27
$3.42M 0.64%
14,897
+9,613
28
$3.41M 0.64%
+18,585
29
$3.34M 0.62%
+12,149
30
$3.31M 0.62%
49,501
+37,569
31
$3.29M 0.61%
39,447
+31,950
32
$3.26M 0.61%
+10,257
33
$3.24M 0.6%
+26,135
34
$3.22M 0.6%
+10,109
35
$3.21M 0.6%
22,921
+11,343
36
$3.13M 0.58%
+21,749
37
$3.03M 0.56%
+48,655
38
$3.01M 0.56%
+56,668
39
$2.73M 0.51%
+14,213
40
$2.69M 0.5%
+41,350
41
$2.64M 0.49%
+10,166
42
$2.61M 0.48%
+30,557
43
$2.58M 0.48%
53,065
+39,375
44
$2.52M 0.47%
38,768
+33,896
45
$2.5M 0.47%
9,183
+8,592
46
$2.5M 0.46%
18,675
+8,636
47
$2.5M 0.46%
+45,878
48
$2.45M 0.46%
8,399
-8,537
49
$2.41M 0.45%
+21,394
50
$2.41M 0.45%
+12,427
1
2
3 4 5