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
476
$107K 0.04%
+5,729
477
$107K 0.04%
1,710
-24,547
478
$107K 0.04%
3,079
+2,192
479
$107K 0.04%
1,790
-2,283
480
$106K 0.04%
+744
481
$106K 0.04%
3,078
+611
482
$105K 0.04%
+1,809
483
$105K 0.04%
+3,174
484
$104K 0.04%
+1,496
485
$104K 0.04%
+12,494
486
$103K 0.04%
+1,648
487
$103K 0.04%
1,053
+675
488
$103K 0.04%
+4,719
489
$102K 0.03%
+3,781
490
$102K 0.03%
1,166
-3,160
491
$102K 0.03%
+10,477
492
$102K 0.03%
1,874
-29,116
493
$102K 0.03%
5,351
+1,273
494
$101K 0.03%
1,283
-10,154
495
$99K 0.03%
+2,805
496
$99K 0.03%
+5,966
497
$98K 0.03%
+9,025
498
$98K 0.03%
+2,699
499
$98K 0.03%
2,664
-3,592
500
$97K 0.03%
+2,838
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