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
$538M
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.49M
3
+$7.12M
4
NKE icon
Nike
NKE
+$6.86M
5
TSLA icon
Tesla
TSLA
+$6.83M

Top Sells

1
+$14.1M
2
+$7.71M
3
+$6.39M
4
RH icon
RH
RH
+$4.89M
5
ILMN icon
Illumina
ILMN
+$3.7M

Sector Composition

1 Technology 24.96%
2 Consumer Discretionary 17.54%
3 Healthcare 13.08%
4 Industrials 9.92%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.44%
+8,134
52
$2.35M 0.44%
+7,802
53
$2.34M 0.44%
+31,973
54
$2.34M 0.44%
2,673
-397
55
$2.23M 0.42%
6,138
+4,523
56
$2.22M 0.41%
16,986
+13,688
57
$2.19M 0.41%
+12,583
58
$2.18M 0.41%
7,631
+4,376
59
$2.17M 0.4%
4,108
+2,507
60
$2.16M 0.4%
38,010
+28,348
61
$2.15M 0.4%
8,822
+341
62
$2.08M 0.39%
+16,122
63
$2.07M 0.38%
+3,700
64
$2.04M 0.38%
11,986
+7,369
65
$2.03M 0.38%
+31,966
66
$2.03M 0.38%
20,441
+13,075
67
$2M 0.37%
+12,095
68
$1.97M 0.37%
+16,475
69
$1.97M 0.37%
8,127
-7,045
70
$1.95M 0.36%
20,456
+19,212
71
$1.91M 0.35%
+27,221
72
$1.9M 0.35%
+11,709
73
$1.89M 0.35%
+9,159
74
$1.89M 0.35%
+5,461
75
$1.81M 0.34%
29,882
+19,505
1 2
3
4 5