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
151
$517K 0.18%
+2,427
152
$514K 0.18%
5,841
+2,006
153
$511K 0.17%
+2,571
154
$508K 0.17%
+5,683
155
$505K 0.17%
+3,537
156
$501K 0.17%
+4,113
157
$495K 0.17%
+2,197
158
$495K 0.17%
5,777
-18,764
159
$494K 0.17%
+10,282
160
$480K 0.16%
13,844
-4,560
161
$478K 0.16%
2,855
-5,555
162
$478K 0.16%
+6,031
163
$477K 0.16%
+26,560
164
$476K 0.16%
9,675
-6,650
165
$475K 0.16%
+5,362
166
$470K 0.16%
5,950
-1,026
167
$469K 0.16%
3,595
-9,252
168
$463K 0.16%
23,277
+5,981
169
$462K 0.16%
+11,268
170
$455K 0.16%
4,624
-12,717
171
$455K 0.16%
+3,733
172
$451K 0.15%
+3,026
173
$450K 0.15%
8,740
-5,878
174
$446K 0.15%
+4,775
175
$443K 0.15%
14,912
-2,034
5 6
7
8 9