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
501
$150K 0.03%
1,615
+246
502
$149K 0.03%
+1,679
503
$148K 0.03%
3,838
+2,956
504
$148K 0.03%
1,824
+968
505
$147K 0.03%
+3,985
506
$147K 0.03%
+5,563
507
$147K 0.03%
+4,341
508
$145K 0.03%
+2,190
509
$144K 0.03%
+1,667
510
$143K 0.03%
3,010
-3,282
511
$143K 0.03%
2,288
+1,649
512
$143K 0.03%
+2,692
513
$142K 0.03%
+1,761
514
$142K 0.03%
3,412
+1,731
515
$142K 0.03%
653
-3,717
516
$141K 0.03%
2,180
+1,415
517
$140K 0.03%
+4,118
518
$138K 0.03%
+4,169
519
$137K 0.03%
3,949
+1,820
520
$137K 0.03%
3,539
+2,075
521
$137K 0.03%
+2,930
522
$136K 0.03%
2,266
+618
523
$135K 0.03%
612
-2,208
524
$134K 0.02%
+4,286
525
$134K 0.02%
4,874
+2,865
19 20
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