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
551
$25K 0.02%
+363
552
$25K 0.02%
+316
553
$24K 0.02%
172
-656
554
$24K 0.02%
+301
555
$24K 0.02%
+466
556
$24K 0.02%
31
-535
557
$24K 0.02%
+128
558
$24K 0.02%
412
-6,928
559
$24K 0.02%
+495
560
$24K 0.02%
+3,218
561
$24K 0.02%
1,380
-1,772
562
$23K 0.02%
+519
563
$23K 0.02%
+801
564
$23K 0.02%
648
-3,834
565
$23K 0.02%
+388
566
$23K 0.02%
1,318
-1,358
567
$23K 0.02%
824
-717
568
$23K 0.02%
+571
569
$22K 0.01%
3,819
570
$22K 0.01%
+684
571
$22K 0.01%
+765
572
$22K 0.01%
442
-6,476
573
$22K 0.01%
+1,157
574
$22K 0.01%
+334
575
$22K 0.01%
312
-6,193
21 22
23
24 25