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
776
$24K 0.01%
216
-3,096
777
$24K 0.01%
+684
778
$23K 0.01%
+220
779
$23K 0.01%
+1,950
780
$23K 0.01%
809
-350
781
$23K 0.01%
100
-3,039
782
$23K 0.01%
78
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783
$23K 0.01%
+2,804
784
$22K 0.01%
432
-2,159
785
$22K 0.01%
+1,155
786
$22K 0.01%
+195
787
$22K 0.01%
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788
$22K 0.01%
2,280
-2,268
789
$22K 0.01%
1,791
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790
$22K 0.01%
+248
791
$22K 0.01%
511
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792
$22K 0.01%
1,219
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793
$21K 0.01%
206
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794
$21K 0.01%
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795
$21K 0.01%
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796
$21K 0.01%
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797
$21K 0.01%
1,783
-801
798
$21K 0.01%
+598
799
$21K 0.01%
+298
800
$20K 0.01%
+511
30 31
32
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