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
126
$277K 0.18%
2,102
-2,428
127
$275K 0.18%
+4,582
128
$275K 0.18%
4,152
-4,705
129
$271K 0.18%
+4,555
130
$271K 0.18%
2,498
-41
131
$269K 0.18%
+3,382
132
$260K 0.17%
+2,515
133
$259K 0.17%
+5,723
134
$258K 0.17%
+584
135
$254K 0.17%
854
-368
136
$254K 0.17%
4,203
-1,384
137
$250K 0.16%
+1,622
138
$249K 0.16%
761
-6,720
139
$246K 0.16%
3,114
-9,817
140
$246K 0.16%
1,984
-3,857
141
$244K 0.16%
+1,237
142
$243K 0.16%
+2,567
143
$239K 0.16%
+2,067
144
$238K 0.16%
2,097
-24,709
145
$237K 0.16%
1,938
-1,498
146
$236K 0.15%
+1,122
147
$235K 0.15%
+5,084
148
$235K 0.15%
2,991
-464
149
$233K 0.15%
+2,245
150
$232K 0.15%
1,403
+919
4 5
6
7 8