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
801
$20K 0.01%
+665
802
$20K 0.01%
+1,322
803
$20K 0.01%
+2,305
804
$20K 0.01%
2,471
-338
805
$20K 0.01%
+1,264
806
$20K 0.01%
354
-3,379
807
$20K 0.01%
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808
$20K 0.01%
+1,331
809
$19K 0.01%
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810
$19K 0.01%
+4,368
811
$19K 0.01%
779
-6,209
812
$19K 0.01%
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813
$19K 0.01%
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814
$19K 0.01%
153
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815
$19K 0.01%
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816
$19K 0.01%
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817
$19K 0.01%
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818
$19K 0.01%
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819
$19K 0.01%
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820
$19K 0.01%
4,097
+1,061
821
$19K 0.01%
+2,718
822
$19K 0.01%
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823
$18K 0.01%
1,539
-1,690
824
$18K 0.01%
660
-12,415
825
$18K 0.01%
+243
31 32
33
34 35