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
826
$18K 0.01%
1,003
-10,311
827
$18K 0.01%
+82
828
$18K 0.01%
829
-32,899
829
$18K 0.01%
+843
830
$17K 0.01%
+444
831
$17K 0.01%
1,519
-736
832
$17K 0.01%
+1,103
833
$17K 0.01%
+1,062
834
$17K 0.01%
+1,344
835
$17K 0.01%
167
-652
836
$17K 0.01%
247
-7,009
837
$17K 0.01%
+2,357
838
$17K 0.01%
529
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839
$17K 0.01%
+571
840
$17K 0.01%
+1,470
841
$16K 0.01%
+2,422
842
$16K 0.01%
372
-1,625
843
$16K 0.01%
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844
$16K 0.01%
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845
$16K 0.01%
+726
846
$16K 0.01%
421
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847
$16K 0.01%
+597
848
$15K 0.01%
+124
849
$15K 0.01%
+914
850
$15K 0.01%
362
-1,740
32 33
34
35 36