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
851
$15K 0.01%
934
-12,793
852
– –
-5,779
853
– –
-2,716
854
– –
-8,555
855
– –
-8,607
856
– –
-4,214
857
– –
-4,472
858
– –
-4,535
859
– –
-1,915
860
– –
-3,515
861
– –
-1,628
862
– –
-3,043
863
– –
-14,968
864
– –
-19,094
865
– –
-13,533
866
– –
-2,660
867
– –
-2,080
868
– –
-3,041
869
– –
-4,842
870
– –
-691
871
– –
-6,697
872
– –
-3,063
873
– –
-9,720
874
– –
-26,693
875
– –
-15,857
33 34
35
36 37