FC

FORA Capital Portfolio holdings

AUM $566M
1-Year Est. Return 54.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.6%
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
651
$49K 0.02%
1,516
-1,997
652
$49K 0.02%
+4,358
653
$48K 0.02%
+1,720
654
$48K 0.02%
1,685
-9,725
655
$47K 0.02%
1,273
-909
656
$47K 0.02%
+2,220
657
$47K 0.02%
+3,389
658
$46K 0.02%
+1,425
659
$46K 0.02%
+3,182
660
$45K 0.02%
+2,433
661
$45K 0.02%
+5,529
662
$45K 0.02%
+5,630
663
$45K 0.02%
6,277
-3,769
664
$45K 0.02%
+2,423
665
$44K 0.02%
+4,385
666
$44K 0.02%
+793
667
$44K 0.02%
+5,449
668
$44K 0.02%
+2,676
669
$43K 0.01%
+3,184
670
$42K 0.01%
3,480
+1,218
671
$42K 0.01%
+3,261
672
$42K 0.01%
+1,104
673
$42K 0.01%
+3,835
674
$42K 0.01%
4,150
-444
675
$42K 0.01%
+1,541
25 26
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