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
626
$85K 0.02%
+941
627
$84K 0.02%
+3,785
628
$84K 0.02%
+997
629
$84K 0.02%
2,829
+2,145
630
$83K 0.02%
1,081
-1,716
631
$82K 0.02%
+3,953
632
$82K 0.02%
+2,581
633
$82K 0.02%
3,602
-5,155
634
$82K 0.02%
1,795
-89
635
$82K 0.02%
+3,358
636
$82K 0.02%
+941
637
$81K 0.02%
+1,702
638
$80K 0.01%
+1,916
639
$80K 0.01%
+2,256
640
$80K 0.01%
5,492
+1,949
641
$80K 0.01%
+4,031
642
$79K 0.01%
+1,819
643
$79K 0.01%
1,442
-453
644
$78K 0.01%
+1,829
645
$77K 0.01%
+26
646
$76K 0.01%
+1,830
647
$76K 0.01%
+3,949
648
$75K 0.01%
1,472
+1,167
649
$75K 0.01%
+1,749
650
$75K 0.01%
+2,875
24 25
26
27 28