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
$65.4M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.64M
3
+$1.64M
4
C icon
Citigroup
C
+$1.57M
5
VALE icon
Vale
VALE
+$1.47M

Top Sells

1
+$2.29M
2
+$2.24M
3
+$2.19M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.16M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.13M

Sector Composition

1 Technology 11.58%
2 Real Estate 8.39%
3 Utilities 7.41%
4 Financials 7.29%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 2.08%
12,800
-280
27
$1.36M 2.08%
8,017
+700
28
$1.16M 1.78%
4,531
-3,526
29
$873K 1.33%
+19,045
30
$837K 1.28%
+12,829
31
$769K 1.18%
10,189
+10,139
32
$662K 1.01%
43,363
+42,891
33
$411K 0.63%
+31,288
34
$317K 0.48%
13,260
+6,903
35
$295K 0.45%
6,337
-140
36
$214K 0.33%
1,491
+161
37
$171K 0.26%
+31,495
38
$156K 0.24%
+24,837
39
– –
-829
40
– –
-27
41
– –
-248
42
– –
-5,646
43
– –
-191
44
– –
-36,001
45
– –
-458
46
– –
-15,774
47
– –
-2,595
48
– –
-75
49
– –
-19,225
50
– –
-245
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