FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Quarter Est. Return
1 Year Est. Return
+54.6%
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
476
$40K 0.03%
3,261
477
$40K 0.03%
2,065
-711
478
$40K 0.03%
+1,276
479
$39K 0.03%
3,480
480
$39K 0.03%
+867
481
$38K 0.02%
+389
482
$38K 0.02%
+730
483
$37K 0.02%
+383
484
$37K 0.02%
1,627
+691
485
$37K 0.02%
+1,183
486
$37K 0.02%
1,281
-1,192
487
$37K 0.02%
+353
488
$37K 0.02%
+1,390
489
$37K 0.02%
+711
490
$37K 0.02%
+2,970
491
$37K 0.02%
945
+261
492
$37K 0.02%
730
-1,644
493
$36K 0.02%
332
-8,434
494
$36K 0.02%
1,659
-3,068
495
$35K 0.02%
4,074
496
$35K 0.02%
3,642
497
$35K 0.02%
+967
498
$35K 0.02%
2,998
-1,387
499
$35K 0.02%
+386
500
$35K 0.02%
6,255
-6,143
18 19
20
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