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
151
$230K 0.15%
5,337
-7,967
152
$228K 0.15%
+1,641
153
$227K 0.15%
+945
154
$224K 0.15%
968
-4,959
155
$223K 0.15%
2,403
-237
156
$221K 0.14%
+3,112
157
$221K 0.14%
796
-3,616
158
$219K 0.14%
+9,290
159
$219K 0.14%
1,559
+435
160
$217K 0.14%
5,816
-2,712
161
$216K 0.14%
+2,908
162
$216K 0.14%
927
+12
163
$215K 0.14%
1,541
+689
164
$214K 0.14%
4,119
+3,125
165
$213K 0.14%
+7,826
166
$212K 0.14%
2,204
-3,341
167
$212K 0.14%
+3,024
168
$210K 0.14%
2,727
+2,335
169
$210K 0.14%
+1,688
170
$209K 0.14%
2,293
-5,971
171
$204K 0.13%
+700
172
$201K 0.13%
+4,444
173
$200K 0.13%
1,602
+1,449
174
$200K 0.13%
3,860
-20,040
175
$198K 0.13%
2,394
+168
5 6
7
8 9