FC
FORA Capital Portfolio holdings
AUM $901M
1-Year Return
36.51%
This Quarter Return
+39.12%
1 Year Return
+36.51%
3 Year Return
+97.39%
5 Year Return
+233.5%
10 Year Return
–
AUM
$292M
AUM Growth
-$171M
(-37%)
Cap. Flow
-$221M
Cap. Flow
% of AUM
-75.67%
Top 10 Holdings %
Top 10 Hldgs %
15.04%
Holding
1,495
New
506
Increased
108
Reduced
237
Closed
644
Top Buys
| 1 |
Apple
AAPL
|
+$12.4M |
| 2 |
Alibaba
BABA
|
+$5.2M |
| 3 |
Hyliion Holdings
HYLN
|
+$4.06M |
| 4 |
lululemon athletica
LULU
|
+$3.48M |
| 5 |
Beyond Meat
BYND
|
+$3.47M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$9.96M |
| 2 |
Exxon Mobil
XOM
|
+$8.69M |
| 3 |
Walt Disney
DIS
|
+$7.14M |
| 4 |
Equinix
EQIX
|
+$6.95M |
| 5 |
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% |
