FCMA

Foresight Capital Management Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.52M
3
+$2.51M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$1.92M
5
NVO icon
Novo Nordisk
NVO
+$1.81M

Top Sells

1
+$2.92M
2
+$2.86M
3
+$2.45M
4
NVDA icon
NVIDIA
NVDA
+$2.45M
5
ABBV icon
AbbVie
ABBV
+$2.24M

Sector Composition

1 Technology 18.19%
2 Financials 8.15%
3 Real Estate 5.9%
4 Energy 4.42%
5 Communication Services 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.31%
+4,167
52
$527K 0.31%
1,818
+45
53
$463K 0.27%
+2,112
54
$379K 0.22%
1,590
+12
55
$367K 0.21%
4,897
-955
56
$363K 0.21%
4,696
+228
57
$355K 0.21%
+8,232
58
$350K 0.2%
+6,835
59
$345K 0.2%
468
+20
60
$328K 0.19%
+4,345
61
$319K 0.19%
4,312
+183
62
$317K 0.18%
28,723
+2,199
63
$314K 0.18%
1,972
-673
64
$313K 0.18%
714
65
$300K 0.17%
+2,232
66
$278K 0.16%
995
+13
67
$240K 0.14%
1,882
68
$236K 0.14%
+7,021
69
$231K 0.13%
1,040
-201
70
$208K 0.12%
1,140
-1,071
71
$205K 0.12%
1,160
72
– –
-10,697
73
– –
-18,112
74
– –
-71,655
75
– –
-43,071
1 2
3
4