FCMA

Foresight Capital Management Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 24.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.03M
3
+$1.44M
4
CRWD icon
CrowdStrike
CRWD
+$362K
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$347K

Top Sells

1
+$2.74M
2
+$1.87M
3
+$1.83M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.52M
5
WU icon
Western Union
WU
+$874K

Sector Composition

1 Technology 20.39%
2 Financials 7.55%
3 Real Estate 5.46%
4 Communication Services 4.29%
5 Energy 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.74%
70,535
+3,768
27
$3.07M 1.72%
13,971
-440
28
$2.94M 1.65%
42,240
+3,287
29
$2.85M 1.6%
49,897
+4,564
30
$2.73M 1.54%
14,868
+1,403
31
$2.64M 1.48%
30,350
-969
32
$2.52M 1.42%
46,638
+39,803
33
$2.35M 1.32%
63,916
-396
34
$2.32M 1.3%
+8,294
35
$2.24M 1.26%
16,599
+1,260
36
$2.15M 1.21%
45,196
-5,240
37
$2.07M 1.16%
25,827
-410
38
$1.97M 1.11%
131,168
-1,147
39
$1.73M 0.97%
24,308
-2,190
40
$1.67M 0.94%
67,789
+2,882
41
$1.55M 0.87%
+2,543
42
$1.47M 0.83%
32,856
+1,420
43
$1.46M 0.82%
26,926
-1,299
44
$1.36M 0.76%
22,312
+589
45
$1.22M 0.69%
47,451
+133
46
$809K 0.45%
1,609
+5
47
$594K 0.33%
1,882
+64
48
$474K 0.27%
9,545
-1,588
49
$410K 0.23%
4,883
+187
50
$409K 0.23%
8,707
+475
1
2
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