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
701
$37K 0.01%
+220
702
$37K 0.01%
+1,362
703
$37K 0.01%
+883
704
$37K 0.01%
+4,887
705
$37K 0.01%
+6,872
706
$36K 0.01%
+1,409
707
$36K 0.01%
607
-8,878
708
$36K 0.01%
+3,826
709
$36K 0.01%
4,852
+41
710
$36K 0.01%
+733
711
$36K 0.01%
505
-2,794
712
$36K 0.01%
8,438
+2,458
713
$35K 0.01%
+1,586
714
$35K 0.01%
445
-2,871
715
$35K 0.01%
1,214
-19,424
716
$35K 0.01%
+3,642
717
$35K 0.01%
+2,425
718
$35K 0.01%
1,459
-12,177
719
$35K 0.01%
+1,598
720
$34K 0.01%
+1,356
721
$34K 0.01%
4,140
+283
722
$34K 0.01%
+1,093
723
$34K 0.01%
+1,055
724
$34K 0.01%
+370
725
$34K 0.01%
+270
27 28
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