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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.09M
3
+$4.22M
4
AAPL icon
Apple
AAPL
+$4.16M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.43%
2 Real Estate 6.83%
3 Utilities 4.94%
4 Consumer Discretionary 2.59%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.11%
+1,905
52
$103K 0.1%
+2,687
53
$102K 0.1%
+2,456
54
$100K 0.1%
+233
55
$92K 0.09%
+554
56
$92K 0.09%
+3,003
57
$89K 0.09%
+66
58
$87K 0.08%
+1,035
59
$87K 0.08%
+3,086
60
$84K 0.08%
+1,028
61
$83K 0.08%
+2,301
62
$83K 0.08%
+128
63
$78K 0.08%
+1,612
64
$78K 0.08%
+513
65
$76K 0.07%
+1,777
66
$73K 0.07%
+1,078
67
$72K 0.07%
+191
68
$70K 0.07%
+2,745
69
$67K 0.07%
+1,940
70
$66K 0.06%
+640
71
$66K 0.06%
+1,269
72
$65K 0.06%
+3,112
73
$65K 0.06%
+3,613
74
$63K 0.06%
+210
75
$62K 0.06%
+109
1 2
3
4 5