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
101
$331K 0.22%
+10,629
102
$325K 0.21%
4,632
+3,610
103
$324K 0.21%
2,022
+180
104
$322K 0.21%
815
-81
105
$321K 0.21%
+754
106
$320K 0.21%
+3,730
107
$320K 0.21%
+331
108
$319K 0.21%
3,416
+907
109
$316K 0.21%
3,690
-4,099
110
$313K 0.21%
2,681
+1,258
111
$311K 0.2%
+1,676
112
$311K 0.2%
1,872
-4,632
113
$310K 0.2%
+3,710
114
$309K 0.2%
3,999
-1,910
115
$309K 0.2%
1,568
-7,598
116
$306K 0.2%
5,391
-3,036
117
$299K 0.2%
1,416
-2,679
118
$296K 0.19%
2,106
+300
119
$294K 0.19%
2,918
-1,857
120
$293K 0.19%
+813
121
$285K 0.19%
8,302
-50,150
122
$283K 0.19%
1,418
-2,956
123
$283K 0.19%
+595
124
$282K 0.18%
+974
125
$278K 0.18%
+8,076
3 4
5
6 7