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
1
$12.4M 4.23%
+135,620
2
$5.2M 1.78%
+24,087
3
$4.16M 1.42%
30,160
-44,760
4
$4.06M 1.39%
+148,093
5
$3.48M 1.19%
+11,152
6
$3.47M 1.19%
+25,913
7
$3M 1.03%
+49,851
8
$2.77M 0.95%
12,180
+8,415
9
$2.76M 0.94%
6,061
-12,336
10
$2.68M 0.92%
27,314
+21,379
11
$2.65M 0.91%
26,806
+22,887
12
$2.48M 0.85%
24,492
-30,904
13
$2.47M 0.85%
+15,046
14
$2.32M 0.79%
12,584
+8,436
15
$2.28M 0.78%
+25,039
16
$2.24M 0.77%
+8,678
17
$2.2M 0.75%
+6,020
18
$2.17M 0.74%
+10,858
19
$2.1M 0.72%
+69,175
20
$2.08M 0.71%
41,452
-5,975
21
$2.05M 0.7%
+7,481
22
$2.02M 0.69%
+8,061
23
$1.97M 0.68%
16,452
-6,296
24
$1.93M 0.66%
1,211
-2,485
25
$1.92M 0.66%
+8,745
1
2 3 4 5