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
601
$61K 0.02%
+1,613
602
$60K 0.02%
+1,664
603
$60K 0.02%
+933
604
$60K 0.02%
+1,057
605
$60K 0.02%
+4,516
606
$59K 0.02%
1,314
-5,513
607
$59K 0.02%
4,234
+2,332
608
$59K 0.02%
+2,776
609
$58K 0.02%
195
-43
610
$58K 0.02%
+5,249
611
$58K 0.02%
+12,556
612
$57K 0.02%
+6,141
613
$57K 0.02%
+507
614
$57K 0.02%
1,802
-1,591
615
$56K 0.02%
+2,013
616
$56K 0.02%
+2,624
617
$56K 0.02%
+1,112
618
$56K 0.02%
2,814
+931
619
$56K 0.02%
1,756
-16,887
620
$56K 0.02%
+1,210
621
$56K 0.02%
2,916
+1,207
622
$55K 0.02%
219
+119
623
$55K 0.02%
1,310
-7,225
624
$55K 0.02%
+3,152
625
$54K 0.02%
3,322
-1,254
23 24
25
26 27