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
51
$1.17M 0.4%
10,102
-6,268
52
$1.14M 0.39%
15,809
-32,972
53
$1.13M 0.39%
1,004
-2,037
54
$1.12M 0.38%
6,292
+5,590
55
$1.12M 0.38%
5,996
-2,415
56
$1.12M 0.38%
+2,196
57
$1.1M 0.38%
9,432
+3,303
58
$1.09M 0.37%
+51,600
59
$1.07M 0.36%
+4,412
60
$1.05M 0.36%
+12,931
61
$1.04M 0.36%
+17,362
62
$1.04M 0.36%
11,227
-1,093
63
$1.04M 0.36%
+7,026
64
$1.04M 0.36%
3,167
+1,184
65
$1.02M 0.35%
+6,807
66
$1M 0.34%
27,895
-31,192
67
$986K 0.34%
17,120
-10,805
68
$975K 0.33%
2,515
+1,348
69
$972K 0.33%
+23,900
70
$967K 0.33%
11,255
+665
71
$966K 0.33%
15,696
+14,651
72
$945K 0.32%
+40,749
73
$939K 0.32%
8,425
-64,027
74
$937K 0.32%
+2,547
75
$925K 0.32%
10,908
+7,304
1 2
3
4 5