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
$538M
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.49M
3
+$7.12M
4
NKE icon
Nike
NKE
+$6.86M
5
TSLA icon
Tesla
TSLA
+$6.83M

Top Sells

1
+$14.1M
2
+$7.71M
3
+$6.39M
4
RH icon
RH
RH
+$4.89M
5
ILMN icon
Illumina
ILMN
+$3.7M

Sector Composition

1 Technology 24.96%
2 Consumer Discretionary 17.54%
3 Healthcare 13.08%
4 Industrials 9.92%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$688K 0.13%
+3,081
202
$682K 0.13%
+33,970
203
$677K 0.13%
+7,286
204
$671K 0.12%
+12,500
205
$671K 0.12%
15,070
+7,392
206
$664K 0.12%
6,964
+5,217
207
$663K 0.12%
+14,909
208
$661K 0.12%
4,706
+1,883
209
$658K 0.12%
2,085
-4,673
210
$656K 0.12%
8,636
+7,592
211
$647K 0.12%
7,234
+5,842
212
$645K 0.12%
7,694
-11,697
213
$645K 0.12%
+7,881
214
$637K 0.12%
+2,014
215
$629K 0.12%
3,667
+1,491
216
$626K 0.12%
7,275
+4,376
217
$616K 0.11%
4,807
-1,891
218
$610K 0.11%
+14,877
219
$607K 0.11%
3,792
-5,375
220
$601K 0.11%
+9,935
221
$600K 0.11%
8,725
+8,291
222
$596K 0.11%
+9,883
223
$590K 0.11%
+4,071
224
$584K 0.11%
+15,839
225
$581K 0.11%
+10,436
7 8
9
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