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
$169M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.89M
3
+$2.49M
4
AMCR icon
Amcor
AMCR
+$1.81M
5
VZ icon
Verizon
VZ
+$1.45M

Top Sells

1
+$2.81M
2
+$2.77M
3
+$1.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M
5
APD icon
Air Products & Chemicals
APD
+$1.23M

Sector Composition

1 Technology 16.64%
2 Real Estate 7.4%
3 Financials 6.22%
4 Consumer Staples 5.44%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.71%
69,836
+3,633
27
$2.73M 1.62%
49,770
+4,201
28
$2.63M 1.56%
22,875
+1,628
29
$2.61M 1.55%
15,753
+753
30
$2.61M 1.55%
15,366
+1,277
31
$2.54M 1.51%
13,657
+730
32
$2.51M 1.49%
11,350
+900
33
$2.49M 1.48%
+40,203
34
$2.37M 1.41%
52,806
+32,281
35
$2.34M 1.39%
75,925
+6,822
36
$1.88M 1.12%
19,634
+4,827
37
$1.81M 1.08%
+160,044
38
$1.8M 1.07%
9,099
+1,237
39
$1.73M 1.02%
14,560
-10,087
40
$1.33M 0.79%
27,716
+1,336
41
$1.28M 0.76%
28,316
+1,133
42
$1.18M 0.7%
39,903
+2,266
43
$1.18M 0.7%
18,576
+1,317
44
$1.01M 0.6%
+52,949
45
$991K 0.59%
12,944
-21,942
46
$949K 0.56%
11,861
+1,627
47
$808K 0.48%
8,021
+8
48
$799K 0.47%
3,978
-475
49
$770K 0.46%
1,313
-117
50
$746K 0.44%
19,950
+1,016
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