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
$153M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$3.32M
3
+$2.85M
4
VZ icon
Verizon
VZ
+$2.01M
5
VAR
Varian Medical Systems, Inc.
VAR
+$1.93M

Top Sells

1
+$14.1M
2
+$5.2M
3
+$4.06M
4
LULU icon
lululemon athletica
LULU
+$3.27M
5
JD icon
JD.com
JD
+$3M

Sector Composition

1 Consumer Discretionary 18.17%
2 Communication Services 16.69%
3 Healthcare 12.57%
4 Technology 11.76%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.29%
6,746
-1,347
77
$427K 0.28%
3,423
-2,260
78
$422K 0.28%
19,020
+17,315
79
$418K 0.27%
+1,834
80
$410K 0.27%
+2,528
81
$404K 0.26%
+6,579
82
$403K 0.26%
1,225
-9,927
83
$396K 0.26%
2,577
-1,100
84
$396K 0.26%
4,082
+2,386
85
$390K 0.26%
+8,464
86
$385K 0.25%
+3,556
87
$383K 0.25%
+5,656
88
$382K 0.25%
+2,667
89
$372K 0.24%
1,480
-4,516
90
$366K 0.24%
6,046
+2,312
91
$365K 0.24%
8,570
+5,970
92
$356K 0.23%
+1,396
93
$352K 0.23%
+2,055
94
$346K 0.23%
+3,281
95
$346K 0.23%
4,039
+3,594
96
$340K 0.22%
22,140
+1,560
97
$336K 0.22%
5,525
+420
98
$336K 0.22%
2,658
-714
99
$336K 0.22%
+2,773
100
$335K 0.22%
2,128
-558
2 3
4
5 6