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
676
$42K 0.01%
+283
677
$41K 0.01%
+1,469
678
$41K 0.01%
+324
679
$41K 0.01%
+4,074
680
$41K 0.01%
1,037
-689
681
$41K 0.01%
1,899
-4,769
682
$41K 0.01%
819
-1,044
683
$41K 0.01%
+1,186
684
$40K 0.01%
1,692
-1,830
685
$40K 0.01%
1,067
-389
686
$40K 0.01%
+6,638
687
$40K 0.01%
+1,705
688
$40K 0.01%
+1,060
689
$40K 0.01%
+5,922
690
$40K 0.01%
+1,159
691
$40K 0.01%
+3,247
692
$39K 0.01%
+476
693
$39K 0.01%
5,060
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694
$39K 0.01%
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695
$39K 0.01%
1,662
-3,383
696
$39K 0.01%
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697
$39K 0.01%
774
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698
$39K 0.01%
2,942
+42
699
$38K 0.01%
+62
700
$38K 0.01%
+994
26 27
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