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
$97.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$6.56M
3
+$4.83M
4
AVGO icon
Broadcom
AVGO
+$4.25M
5
AAPL icon
Apple
AAPL
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.13%
2 Financials 8.09%
3 Real Estate 6.72%
4 Consumer Discretionary 5.45%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 2.05%
+12,908
27
$1.98M 2.03%
+40,788
28
$1.91M 1.96%
+24,960
29
$1.9M 1.95%
+18,833
30
$1.89M 1.94%
+12,444
31
$1.77M 1.82%
+61,635
32
$1.22M 1.25%
+112,661
33
$1.12M 1.15%
+22,670
34
$1.08M 1.1%
+11,799
35
$1.07M 1.1%
+26,367
36
$1.04M 1.06%
+3,789
37
$660K 0.68%
+12,929
38
$609K 0.62%
+8,008
39
$322K 0.33%
+2,196
40
$268K 0.27%
+932
41
$261K 0.27%
+881
42
$253K 0.26%
+1,102
43
$248K 0.25%
+4,762
44
$215K 0.22%
+6,335
45
$208K 0.21%
+2,211
46
$195K 0.2%
+17,151
47
$104K 0.11%
+20,137
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