FCMA
Foresight Capital Management Advisors Portfolio holdings
AUM
$172M
This Quarter Return
+8.48%
1 Year Return
+18.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+14%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
9.82%
Top 10 Holdings %
Top 10 Hldgs %
40.41%
Holding
88
New
12
Increased
44
Reduced
8
Closed
3
Top Buys
| 1 |
Broadcom
AVGO
|
$3M |
| 2 |
Enbridge
ENB
|
$2.91M |
| 3 |
Kraft Heinz
KHC
|
$2.89M |
| 4 |
Evergy
EVRG
|
$2.49M |
| 5 |
Amcor
AMCR
|
$1.81M |
Top Sells
| 1 |
Honda
HMC
|
$2.77M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.68M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.53M |
| 4 |
Air Products & Chemicals
APD
|
$1.23M |
| 5 |
Dell
DELL
|
$1.2M |
Sector Composition
| 1 | Technology | 16.64% |
| 2 | Real Estate | 7.4% |
| 3 | Financials | 6.22% |
| 4 | Consumer Staples | 5.44% |
| 5 | Healthcare | 3.58% |
