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
626
$54K 0.02%
1,640
-6,869
627
$54K 0.02%
5,930
+3,709
628
$53K 0.02%
+1,096
629
$53K 0.02%
+1,443
630
$53K 0.02%
1,653
-15,424
631
$52K 0.02%
+1,485
632
$52K 0.02%
+889
633
$52K 0.02%
+167
634
$52K 0.02%
+4,981
635
$52K 0.02%
+2,421
636
$52K 0.02%
+3,515
637
$52K 0.02%
+2,058
638
$51K 0.02%
+1,720
639
$51K 0.02%
+5,006
640
$51K 0.02%
+4,012
641
$51K 0.02%
5,776
-6,190
642
$51K 0.02%
2,245
-13,995
643
$51K 0.02%
+687
644
$51K 0.02%
+1,838
645
$51K 0.02%
+2,439
646
$50K 0.02%
897
-4,834
647
$50K 0.02%
+1,884
648
$50K 0.02%
+1,121
649
$50K 0.02%
+2,042
650
$49K 0.02%
+1,647
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