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
501
$97K 0.03%
+368
502
$97K 0.03%
3,194
-8,140
503
$97K 0.03%
+2,547
504
$97K 0.03%
3,978
+353
505
$96K 0.03%
4,815
+3,627
506
$96K 0.03%
1,941
-7,727
507
$96K 0.03%
+3,220
508
$93K 0.03%
+2,101
509
$93K 0.03%
670
-2,363
510
$93K 0.03%
2,600
-1,625
511
$92K 0.03%
+4,138
512
$92K 0.03%
1,098
-1,176
513
$92K 0.03%
+3,743
514
$91K 0.03%
+6,997
515
$91K 0.03%
1,801
-10,526
516
$91K 0.03%
+1,412
517
$90K 0.03%
3,815
-7,969
518
$89K 0.03%
3,736
-57,508
519
$89K 0.03%
+4,253
520
$89K 0.03%
+3,529
521
$89K 0.03%
+3,055
522
$89K 0.03%
1,245
-277
523
$88K 0.03%
+420
524
$88K 0.03%
+3,401
525
$88K 0.03%
+2,214
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