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
201
$171K 0.11%
4,914
-5,168
202
$169K 0.11%
1,397
+1,177
203
$168K 0.11%
1,695
+730
204
$167K 0.11%
+1,264
205
$165K 0.11%
+1,887
206
$164K 0.11%
+921
207
$164K 0.11%
+2,057
208
$164K 0.11%
3,230
-1,740
209
$164K 0.11%
2,271
-5,189
210
$163K 0.11%
1,352
-749
211
$163K 0.11%
+1,194
212
$163K 0.11%
886
-326
213
$162K 0.11%
+838
214
$160K 0.1%
+2,083
215
$156K 0.1%
+9,485
216
$156K 0.1%
1,612
-2,728
217
$155K 0.1%
+2,293
218
$154K 0.1%
2,257
+1,295
219
$152K 0.1%
992
-367
220
$151K 0.1%
1,409
-1,216
221
$151K 0.1%
1,734
+568
222
$149K 0.1%
1,299
-6,637
223
$148K 0.1%
+2,001
224
$147K 0.1%
4,067
-40
225
$147K 0.1%
+753
7 8
9
10 11