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
601
$96K 0.02%
+3,740
602
$96K 0.02%
1,285
-2,598
603
$95K 0.02%
2,418
-1,779
604
$95K 0.02%
+6,135
605
$94K 0.02%
1,360
-954
606
$94K 0.02%
+197
607
$94K 0.02%
+2,878
608
$92K 0.02%
+2,238
609
$92K 0.02%
+2,081
610
$92K 0.02%
+3,841
611
$92K 0.02%
2,124
+388
612
$92K 0.02%
+4,250
613
$91K 0.02%
3,254
-833
614
$91K 0.02%
+3,006
615
$91K 0.02%
+762
616
$89K 0.02%
+2,452
617
$88K 0.02%
+1,841
618
$88K 0.02%
2,329
+43
619
$88K 0.02%
+2,321
620
$87K 0.02%
1,878
-787
621
$87K 0.02%
+1,358
622
$86K 0.02%
+2,774
623
$85K 0.02%
2,912
-15,832
624
$85K 0.02%
1,116
-91
625
$85K 0.02%
1,033
-2,883
23 24
25
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