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
$538M
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.49M
3
+$7.12M
4
NKE icon
Nike
NKE
+$6.86M
5
TSLA icon
Tesla
TSLA
+$6.83M

Top Sells

1
+$14.1M
2
+$7.71M
3
+$6.39M
4
RH icon
RH
RH
+$4.89M
5
ILMN icon
Illumina
ILMN
+$3.7M

Sector Composition

1 Technology 24.96%
2 Consumer Discretionary 17.54%
3 Healthcare 13.08%
4 Industrials 9.92%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$21K ﹤0.01%
1,085
+6
827
$20K ﹤0.01%
+413
828
$20K ﹤0.01%
+959
829
$20K ﹤0.01%
+335
830
$19K ﹤0.01%
+522
831
$19K ﹤0.01%
534
-1,023
832
$19K ﹤0.01%
+434
833
$18K ﹤0.01%
+333
834
$18K ﹤0.01%
+201
835
$18K ﹤0.01%
+517
836
$18K ﹤0.01%
559
-386
837
$18K ﹤0.01%
1,073
-2,806
838
$17K ﹤0.01%
+1,134
839
$17K ﹤0.01%
866
-2,136
840
$16K ﹤0.01%
+2,661
841
$16K ﹤0.01%
+1,253
842
$16K ﹤0.01%
+821
843
$16K ﹤0.01%
+1,574
844
$16K ﹤0.01%
+314
845
$3K ﹤0.01%
+52
846
– –
-1,331
847
– –
-11,522
848
– –
-14,573
849
– –
-15,818
850
– –
-870
32 33
34
35 36