FCMA
Foresight Capital Management Advisors Portfolio holdings
AUM
$172M
This Quarter Return
+5.89%
1 Year Return
+18.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+13%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
9.7%
Top 10 Holdings %
Top 10 Hldgs %
43.91%
Holding
87
New
6
Increased
30
Reduced
17
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.83M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.34M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$2.83M |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$2.53M |
| 5 |
IBM
IBM
|
$2.1M |
Top Sells
| 1 |
Stanley Black & Decker
SWK
|
$2.71M |
| 2 |
Cisco
CSCO
|
$2.5M |
| 3 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$2.38M |
| 4 |
iShares Exponential Technologies ETF
XT
|
$2.06M |
| 5 |
Stellantis
STLA
|
$1.54M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Real Estate | 6.36% |
| 3 | Financials | 6.04% |
| 4 | Consumer Discretionary | 3.72% |
| 5 | Consumer Staples | 3.62% |
