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FCMA
Foresight Capital Management Advisors Portfolio holdings
AUM
$206M
1-Year Est. Return
32.51%
This Fund
S&P 500
This Quarter
Est. Return
+9.2%
1 Year Est. Return
+32.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$99.7M
Cap. Flow
% of AUM
97.12%
Top 10 Holdings %
Top 10 Hldgs %
35.81%
Holding
141
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.61M |
| 2 |
Iron Mountain
IRM
|
+$4.6M |
| 3 |
Global X SuperDividend US ETF
DIV
|
+$4.12M |
| 4 |
Apple
AAPL
|
+$3.71M |
| 5 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$2.98M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.43% |
| 2 | Real Estate | 6.83% |
| 3 | Utilities | 4.94% |
| 4 | Consumer Discretionary | 2.59% |
| 5 | Communication Services | 2.34% |
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Foresight Capital Management Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Foresight Capital Management Advisors, which disclosed 141 positions worth $103M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 14,393 shares worth $6.84M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Real Estate and Utilities.
- Foresight Capital Management Advisors's largest Q4 2021 buy was State Street SPDR S&P 500 ETF Trust: 14,393 shares worth $6.84M.
- Foresight Capital Management Advisors's ten largest holdings make up 36% of its $103M portfolio in Q4 2021.
- Foresight Capital Management Advisors disclosed 141 positions in Q4 2021, its first 13F filing on record.
Based on Foresight Capital Management Advisors's 13F filing for Q4 2021, filed 4 May 2022.