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
$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
526
$30K 0.02%
+756
527
$29K 0.02%
213
-2,974
528
$29K 0.02%
+824
529
$28K 0.02%
+1,595
530
$28K 0.02%
+612
531
$28K 0.02%
223
-1,745
532
$27K 0.02%
1,097
-3,718
533
$27K 0.02%
1,526
-2,196
534
$27K 0.02%
2,128
535
$27K 0.02%
+534
536
$27K 0.02%
354
-3,782
537
$27K 0.02%
662
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538
$26K 0.02%
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539
$26K 0.02%
+659
540
$26K 0.02%
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541
$26K 0.02%
932
-10,375
542
$26K 0.02%
744
-139
543
$26K 0.02%
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544
$26K 0.02%
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545
$26K 0.02%
1,317
-15,144
546
$25K 0.02%
718
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547
$25K 0.02%
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548
$25K 0.02%
+1,317
549
$25K 0.02%
424
-12,229
550
$25K 0.02%
185
-2,443
20 21
22
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