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
551
$80K 0.03%
+570
552
$78K 0.03%
1,455
-5,489
553
$78K 0.03%
+1,100
554
$77K 0.03%
729
-6,459
555
$77K 0.03%
+279
556
$77K 0.03%
1,855
+401
557
$77K 0.03%
2,837
-3,517
558
$76K 0.03%
+6,186
559
$76K 0.03%
2,305
-13,273
560
$76K 0.03%
+1,292
561
$76K 0.03%
+3,349
562
$76K 0.03%
+9,005
563
$76K 0.03%
+2,745
564
$75K 0.03%
+2,473
565
$75K 0.03%
+3,299
566
$74K 0.03%
+501
567
$74K 0.03%
+1,281
568
$74K 0.03%
+1,434
569
$73K 0.03%
+4,320
570
$73K 0.03%
+2,740
571
$73K 0.03%
+2,593
572
$73K 0.03%
+1,423
573
$73K 0.03%
+7,313
574
$72K 0.02%
+2,228
575
$71K 0.02%
+3,722
21 22
23
24 25