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
$153M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$3.32M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
VAR
Varian Medical Systems, Inc.
VAR
+$1.93M

Top Sells

1
+$14.1M
2
+$5.2M
3
+$4.06M
4
LULU icon
lululemon athletica
LULU
+$3.27M
5
JD icon
JD.com
JD
+$3M

Sector Composition

1 Consumer Discretionary 18.17%
2 Communication Services 16.69%
3 Healthcare 12.57%
4 Technology 11.76%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$587K 0.38%
6,262
+2,566
52
$577K 0.38%
5,097
+4,015
53
$561K 0.37%
2,484
+1,401
54
$547K 0.36%
+19,080
55
$539K 0.35%
13,452
-392
56
$537K 0.35%
8,587
+6,690
57
$534K 0.35%
2,208
-406
58
$524K 0.34%
+6,988
59
$518K 0.34%
2,232
-585
60
$511K 0.34%
2,698
+197
61
$506K 0.33%
4,527
+4,158
62
$506K 0.33%
3,429
+2,500
63
$503K 0.33%
2,783
+2,500
64
$496K 0.33%
4,914
+1,297
65
$492K 0.32%
+5,918
66
$484K 0.32%
3,343
-1,234
67
$482K 0.32%
5,949
-4,759
68
$476K 0.31%
+6,414
69
$473K 0.31%
17,940
+15,103
70
$464K 0.3%
+7,090
71
$453K 0.3%
+17,216
72
$449K 0.29%
+2,098
73
$448K 0.29%
2,054
-2,657
74
$441K 0.29%
2,658
-292
75
$440K 0.29%
4,067
+1,411
1 2
3
4 5