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
576
$111K 0.02%
+1,326
577
$110K 0.02%
+3,647
578
$108K 0.02%
+2,716
579
$108K 0.02%
1,826
+1,282
580
$107K 0.02%
+4,097
581
$106K 0.02%
+3,631
582
$105K 0.02%
+2,580
583
$103K 0.02%
+1,175
584
$102K 0.02%
+3,180
585
$102K 0.02%
+803
586
$102K 0.02%
3,067
+1,625
587
$102K 0.02%
1,965
-234
588
$102K 0.02%
4,359
+1,984
589
$101K 0.02%
+1,144
590
$101K 0.02%
4,277
-26
591
$100K 0.02%
3,716
+1,702
592
$100K 0.02%
+6,749
593
$99K 0.02%
2,172
-808
594
$99K 0.02%
+2,301
595
$99K 0.02%
3,074
+1,911
596
$99K 0.02%
+530
597
$98K 0.02%
+811
598
$97K 0.02%
+4,707
599
$97K 0.02%
3,304
+384
600
$97K 0.02%
+1,813
22 23
24
25 26