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
$148M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.83M
3
+$2.53M
4
IBM icon
IBM
IBM
+$2.1M
5
IDVO icon
Amplify International Enhanced Dividend Income ETF
IDVO
+$2.1M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$2.38M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.06M
5
STLA icon
Stellantis
STLA
+$1.54M

Sector Composition

1 Technology 20.41%
2 Real Estate 6.36%
3 Financials 6.04%
4 Consumer Discretionary 3.72%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.7%
34,886
+15,309
27
$2.5M 1.69%
12,927
-174
28
$2.44M 1.65%
44,295
+1,397
29
$2.32M 1.57%
14,089
+624
30
$2.3M 1.56%
14,809
+966
31
$2.26M 1.53%
21,247
+1,293
32
$2.12M 1.43%
10,450
-388
33
$2.1M 1.42%
+69,103
34
$1.73M 1.17%
15,727
+5,338
35
$1.42M 0.96%
+14,807
36
$1.35M 0.91%
+7,862
37
$1.23M 0.83%
4,759
+286
38
$1.18M 0.8%
27,183
+880
39
$1.15M 0.78%
+26,380
40
$1.03M 0.7%
37,637
+1,987
41
$912K 0.62%
17,259
+1,698
42
$878K 0.59%
4,453
-72
43
$846K 0.57%
20,525
+2,569
44
$825K 0.56%
1,430
-20
45
$800K 0.54%
8,013
46
$767K 0.52%
5,728
-101
47
$747K 0.51%
10,234
-189
48
$663K 0.45%
18,934
-441
49
$362K 0.25%
2,193
50
$303K 0.21%
26,524
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