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
76
$1.8M 0.34%
19,753
+15,888
77
$1.78M 0.33%
16,176
+15,348
78
$1.78M 0.33%
16,614
+1,326
79
$1.75M 0.33%
15,675
+350
80
$1.75M 0.33%
7,227
+3,702
81
$1.71M 0.32%
+41,385
82
$1.7M 0.32%
+6,634
83
$1.7M 0.32%
+776
84
$1.64M 0.3%
26,478
-10,296
85
$1.61M 0.3%
52,639
-33,034
86
$1.61M 0.3%
3,914
-557
87
$1.61M 0.3%
+3,416
88
$1.55M 0.29%
23,330
+21,880
89
$1.54M 0.29%
7,491
+3,809
90
$1.53M 0.29%
22,741
+20,905
91
$1.51M 0.28%
2,223
-7,201
92
$1.5M 0.28%
+10,074
93
$1.5M 0.28%
+9,325
94
$1.5M 0.28%
9,699
+2,039
95
$1.46M 0.27%
+12,353
96
$1.43M 0.27%
63,088
+36,768
97
$1.38M 0.26%
+23,918
98
$1.35M 0.25%
20,916
+13,548
99
$1.35M 0.25%
+21,084
100
$1.35M 0.25%
+4,657
2 3
4
5 6