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
751
$28K 0.01%
1,189
-4,331
752
$28K 0.01%
+1,526
753
$28K 0.01%
+1,842
754
$27K 0.01%
+3,819
755
$27K 0.01%
1,744
-4,464
756
$27K 0.01%
+2,179
757
$27K 0.01%
+2,432
758
$27K 0.01%
+2,190
759
$27K 0.01%
+499
760
$27K 0.01%
1,587
-11,881
761
$27K 0.01%
+725
762
$27K 0.01%
720
-10,882
763
$26K 0.01%
+936
764
$26K 0.01%
230
-5,228
765
$26K 0.01%
+1,266
766
$26K 0.01%
+392
767
$26K 0.01%
1,025
-4,645
768
$26K 0.01%
+514
769
$26K 0.01%
+608
770
$26K 0.01%
+3,239
771
$26K 0.01%
5,313
-3,090
772
$25K 0.01%
+604
773
$25K 0.01%
624
-778
774
$25K 0.01%
2,340
-12,895
775
$24K 0.01%
+1,528
29 30
31
32 33