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
526
$134K 0.02%
+669
527
$134K 0.02%
2,352
+1,336
528
$133K 0.02%
+6,029
529
$133K 0.02%
+1,325
530
$133K 0.02%
+1,992
531
$133K 0.02%
+2,806
532
$133K 0.02%
+9,367
533
$129K 0.02%
+4,181
534
$129K 0.02%
+5,990
535
$128K 0.02%
+848
536
$127K 0.02%
2,553
-15,761
537
$127K 0.02%
675
+477
538
$127K 0.02%
+1,546
539
$126K 0.02%
2,725
+2,347
540
$126K 0.02%
2,169
+1,341
541
$126K 0.02%
+7,131
542
$125K 0.02%
6,595
+1,516
543
$124K 0.02%
2,033
-301
544
$124K 0.02%
+4,839
545
$124K 0.02%
2,571
-2,498
546
$123K 0.02%
+983
547
$123K 0.02%
+2,456
548
$123K 0.02%
713
+464
549
$123K 0.02%
+2,731
550
$123K 0.02%
+1,119
20 21
22
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