FCMA

Foresight Capital Management Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.09M
3
+$4.22M
4
AAPL icon
Apple
AAPL
+$4.16M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.43%
2 Real Estate 6.83%
3 Utilities 4.94%
4 Consumer Discretionary 2.59%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.98%
+22,493
27
$2.02M 1.97%
+8,944
28
$2.01M 1.96%
+27,788
29
$1.98M 1.93%
+51,833
30
$1.96M 1.9%
+63,658
31
$1.95M 1.9%
+46,400
32
$1.94M 1.89%
+18,364
33
$1.91M 1.86%
+61,111
34
$1.88M 1.83%
+48,849
35
$1.85M 1.8%
+8,641
36
$1.83M 1.78%
+58,500
37
$1.6M 1.56%
+7,217
38
$1.27M 1.24%
+21,794
39
$947K 0.92%
+11,411
40
$932K 0.91%
+31,006
41
$705K 0.69%
+26,005
42
$696K 0.68%
+5,983
43
$344K 0.34%
+2,226
44
$270K 0.26%
+4,181
45
$239K 0.23%
+5,820
46
$221K 0.22%
+1,921
47
$218K 0.21%
+1,330
48
$157K 0.15%
+1,000
49
$148K 0.14%
+2,434
50
$125K 0.12%
+354
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