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
$89.6M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.6M
3
+$236K
4
IRM icon
Iron Mountain
IRM
+$172K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$167K

Top Sells

1
+$2.88M
2
+$2.51M
3
+$2.02M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.95M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.88M

Sector Composition

1 Technology 12.65%
2 Real Estate 8.26%
3 Utilities 4.67%
4 Consumer Discretionary 4.63%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86K 0.1%
235
+2
52
$83K 0.09%
3,021
+18
53
$80K 0.09%
1,045
+10
54
$77K 0.09%
1,650
+38
55
$77K 0.09%
2,681
-405
56
$72K 0.08%
130
+2
57
$71K 0.08%
1,091
+13
58
$68K 0.08%
2,335
+34
59
$68K 0.08%
522
+9
60
$67K 0.07%
1,815
+38
61
$66K 0.07%
1,140
-765
62
$63K 0.07%
109
63
$62K 0.07%
251
+50
64
$62K 0.07%
+1,175
65
$60K 0.07%
270
+170
66
$60K 0.07%
210
67
$59K 0.07%
231
+40
68
$57K 0.06%
+941
69
$57K 0.06%
137
+8
70
$56K 0.06%
+968
71
$55K 0.06%
1,404
-1,283
72
$55K 0.06%
+2,337
73
$53K 0.06%
1,300
+31
74
$50K 0.06%
5,646
-134
75
$48K 0.05%
366
1 2
3
4 5