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
76
$925K 0.32%
17,140
+13,894
77
$894K 0.31%
+10,249
78
$891K 0.31%
7,936
+1,264
79
$889K 0.3%
+4,711
80
$870K 0.3%
+4,374
81
$867K 0.3%
+3,485
82
$861K 0.29%
+6,524
83
$849K 0.29%
+5,482
84
$833K 0.29%
9,332
-576
85
$829K 0.28%
10,574
-1,920
86
$825K 0.28%
5,334
+4,629
87
$821K 0.28%
+4,776
88
$808K 0.28%
+8,766
89
$794K 0.27%
+4,169
90
$793K 0.27%
+46,490
91
$792K 0.27%
+19,420
92
$787K 0.27%
+10,715
93
$782K 0.27%
5,095
-10,798
94
$765K 0.26%
11,634
+4,712
95
$763K 0.26%
4,491
-106
96
$757K 0.26%
17,192
+13,367
97
$753K 0.26%
+2,397
98
$743K 0.25%
+6,504
99
$733K 0.25%
+44,830
100
$724K 0.25%
7,894
-19,280
2 3
4
5 6