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
576
$21K 0.01%
+415
577
$21K 0.01%
+369
578
$21K 0.01%
772
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579
$20K 0.01%
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580
$20K 0.01%
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581
$20K 0.01%
82
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582
$20K 0.01%
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583
$20K 0.01%
2,925
-14,905
584
$20K 0.01%
185
-1,056
585
$20K 0.01%
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586
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587
$19K 0.01%
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588
$19K 0.01%
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589
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590
$19K 0.01%
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$19K 0.01%
864
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592
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593
$19K 0.01%
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$18K 0.01%
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$18K 0.01%
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598
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599
$18K 0.01%
197
-25
600
$18K 0.01%
201
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22 23
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25 26