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
$148M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.83M
3
+$2.53M
4
IBM icon
IBM
IBM
+$2.1M
5
IDVO icon
Amplify International Enhanced Dividend Income ETF
IDVO
+$2.1M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$2.38M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.06M
5
STLA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.2%
932
52
$281K 0.19%
1,043
-75
53
$257K 0.17%
4,374
-35,005
54
$242K 0.16%
2,653
-57
55
$235K 0.16%
627
56
$233K 0.16%
+1,528
57
$225K 0.15%
881
58
$224K 0.15%
2,211
59
$216K 0.15%
3,090
-110
60
$205K 0.14%
2,030
-36
61
– –
-120,329
62
– –
-27,620
63
– –
-54,550
64
– –
-3,544
65
– –
-67,025
66
– –
-51,834
67
– –
-1,230
68
– –
-50,102
1 2
3