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
201
$392K 0.13%
+2,410
202
$390K 0.13%
5,019
+672
203
$390K 0.13%
+10,440
204
$388K 0.13%
+1,316
205
$387K 0.13%
+2,765
206
$387K 0.13%
4,568
-1,158
207
$382K 0.13%
+16,461
208
$381K 0.13%
+2,686
209
$380K 0.13%
+9,021
210
$379K 0.13%
+3,919
211
$377K 0.13%
29,236
+11,921
212
$372K 0.13%
+7,460
213
$369K 0.13%
+1,466
214
$369K 0.13%
4,307
+1,019
215
$367K 0.13%
6,232
-645
216
$365K 0.12%
8,045
-3,308
217
$364K 0.12%
+3,277
218
$363K 0.12%
+10,712
219
$360K 0.12%
+4,102
220
$359K 0.12%
+2,099
221
$358K 0.12%
4,493
+2,213
222
$355K 0.12%
+4,159
223
$355K 0.12%
+5,991
224
$354K 0.12%
1,926
+753
225
$353K 0.12%
2,628
-6,862
7 8
9
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