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
176
$438K 0.15%
+8,857
177
$438K 0.15%
+2,501
178
$437K 0.15%
4,340
-6,229
179
$436K 0.15%
29,365
+13,070
180
$435K 0.15%
5,629
-18,123
181
$433K 0.15%
5,909
-23,463
182
$427K 0.15%
2,447
+1,656
183
$423K 0.14%
+5,576
184
$421K 0.14%
3,436
-1,201
185
$421K 0.14%
8,427
+4,909
186
$418K 0.14%
+3,645
187
$417K 0.14%
3,121
+134
188
$415K 0.14%
3,914
-20,927
189
$413K 0.14%
6,872
-36,024
190
$410K 0.14%
4,309
-17,445
191
$409K 0.14%
+2,101
192
$406K 0.14%
3,372
-2,676
193
$405K 0.14%
8,093
-3,516
194
$403K 0.14%
5,061
+4,395
195
$403K 0.14%
9,630
-24,936
196
$403K 0.14%
+6,398
197
$401K 0.14%
+10,764
198
$401K 0.14%
7,340
+1,234
199
$399K 0.14%
+2,950
200
$398K 0.14%
566
-9,880
6 7
8
9 10