FC

FORA Capital Portfolio holdings

AUM $827M
1-Year Est. Return 47.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.72%
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
+$10.5M
2
+$5.02M
3
+$3.07M
4
LULU icon
lululemon athletica
LULU
+$2.85M
5
JD icon
JD.com
JD
+$2.52M

Top Sells

1
+$9.96M
2
+$8.72M
3
+$7.07M
4
EQIX icon
Equinix
EQIX
+$6.68M
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%
+1,057
603
$60K 0.02%
+4,516
604
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605
$60K 0.02%
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606
$59K 0.02%
1,314
-5,513
607
$59K 0.02%
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608
$59K 0.02%
4,234
+2,332
609
$58K 0.02%
195
-43
610
$58K 0.02%
+5,249
611
$58K 0.02%
+12,556
612
$57K 0.02%
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613
$57K 0.02%
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614
$57K 0.02%
1,802
-1,591
615
$56K 0.02%
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616
$56K 0.02%
+2,624
617
$56K 0.02%
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618
$56K 0.02%
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619
$56K 0.02%
2,814
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620
$56K 0.02%
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621
$56K 0.02%
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$55K 0.02%
+3,152
623
$55K 0.02%
1,310
-7,225
624
$55K 0.02%
219
+119
625
$54K 0.02%
3,322
-1,254
23 24
25
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