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
576
$70K 0.02%
+31
577
$70K 0.02%
+7,666
578
$69K 0.02%
+1,829
579
$69K 0.02%
+1,314
580
$69K 0.02%
+1,022
581
$68K 0.02%
962
-1,731
582
$68K 0.02%
4,005
+709
583
$68K 0.02%
484
-5,137
584
$68K 0.02%
+12,398
585
$67K 0.02%
1,064
-27,343
586
$67K 0.02%
+839
587
$67K 0.02%
+1,760
588
$67K 0.02%
+1,729
589
$66K 0.02%
1,856
-3,437
590
$64K 0.02%
1,030
-5,889
591
$64K 0.02%
2,203
-2,348
592
$63K 0.02%
+1,324
593
$63K 0.02%
+3,022
594
$63K 0.02%
+4,676
595
$63K 0.02%
+3,881
596
$62K 0.02%
+2,607
597
$62K 0.02%
3,591
-24,153
598
$62K 0.02%
+1,891
599
$62K 0.02%
1,618
+1,112
600
$61K 0.02%
+1,028
22 23
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