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
726
$34K 0.01%
+2,268
727
$34K 0.01%
+2,236
728
$33K 0.01%
+3,377
729
$33K 0.01%
+642
730
$33K 0.01%
+2,799
731
$32K 0.01%
+2,195
732
$32K 0.01%
+1,625
733
$32K 0.01%
+2,160
734
$32K 0.01%
+3,315
735
$32K 0.01%
+179
736
$32K 0.01%
314
-3,365
737
$31K 0.01%
1,071
+3
738
$31K 0.01%
435
-70,935
739
$31K 0.01%
+531
740
$30K 0.01%
2,228
-1,055
741
$30K 0.01%
+1,763
742
$30K 0.01%
+369
743
$30K 0.01%
+1,449
744
$30K 0.01%
+26
745
$30K 0.01%
2,128
-307
746
$30K 0.01%
884
-399
747
$30K 0.01%
655
-2,584
748
$29K 0.01%
2,155
+311
749
$29K 0.01%
+1,141
750
$29K 0.01%
+1,362
28 29
30
31 32