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
1426
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-8,901
1427
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-41,408
1428
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-4,926
1429
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-12,854
1430
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1431
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-16,597
1432
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1433
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-5,943
1434
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-34,237
1435
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-24,682
1436
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-24,578
1437
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-9,763
1438
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-56,196
1439
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-47,799
1440
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-221
1441
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-5,015
1442
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1443
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1444
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1445
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1446
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1447
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1448
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1449
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-2,325
1450
– –
-12,841
56 57
58
59 60