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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
101
$722K 0.25%
6,745
+3,252
102
$720K 0.25%
17,653
+15,055
103
$720K 0.25%
6,927
-1,694
104
$718K 0.25%
8,264
-30,156
105
$717K 0.25%
+14,181
106
$711K 0.24%
25,290
-116,835
107
$709K 0.24%
+4,095
108
$708K 0.24%
38,691
-57,823
109
$705K 0.24%
+42,835
110
$701K 0.24%
11,925
+989
111
$700K 0.24%
+3,555
112
$700K 0.24%
+9,850
113
$692K 0.24%
+7,730
114
$690K 0.24%
+11,770
115
$690K 0.24%
5,400
-16,164
116
$681K 0.23%
+2,190
117
$676K 0.23%
+2,614
118
$676K 0.23%
+5,545
119
$670K 0.23%
+17,415
120
$664K 0.23%
12,653
+11,132
121
$645K 0.22%
+19,403
122
$643K 0.22%
+4,577
123
$637K 0.22%
4,565
+2,178
124
$633K 0.22%
+3,276
125
$631K 0.22%
+10,243
3 4
5
6 7