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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
126
$627K 0.21%
2,736
+527
127
$615K 0.21%
+25,792
128
$608K 0.21%
+10,708
129
$606K 0.21%
+4,656
130
$605K 0.21%
+3,211
131
$602K 0.21%
11,885
-16,162
132
$578K 0.2%
6,316
+1,352
133
$576K 0.2%
7,838
-3,992
134
$575K 0.2%
13,304
-1,184
135
$574K 0.2%
15,923
+2,258
136
$572K 0.2%
+4,530
137
$571K 0.2%
7,789
+7,062
138
$566K 0.19%
29,796
+28,648
139
$564K 0.19%
+3,890
140
$560K 0.19%
+9,720
141
$553K 0.19%
8,969
-3,334
142
$552K 0.19%
5,158
+1,061
143
$544K 0.19%
12,167
-21,623
144
$543K 0.19%
+2,817
145
$535K 0.18%
+6,505
146
$533K 0.18%
+8,825
147
$529K 0.18%
+5,201
148
$528K 0.18%
10,893
+4,168
149
$526K 0.18%
+17,852
150
$524K 0.18%
+3,677
4 5
6
7 8