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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.09M
3
+$4.22M
4
AAPL icon
Apple
AAPL
+$4.16M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.43%
2 Real Estate 6.83%
3 Utilities 4.94%
4 Consumer Discretionary 2.59%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.06%
+987
77
$59K 0.06%
+620
78
$59K 0.06%
+129
79
$55K 0.05%
+1,969
80
$55K 0.05%
+201
81
$46K 0.04%
+5,780
82
$46K 0.04%
+320
83
$44K 0.04%
+366
84
$43K 0.04%
+310
85
$43K 0.04%
+2,825
86
$42K 0.04%
+157
87
$34K 0.03%
+100
88
$31K 0.03%
+2,810
89
$27K 0.03%
+193
90
$26K 0.03%
+204
91
$24K 0.02%
+1,539
92
$22K 0.02%
+1,161
93
$22K 0.02%
+1,353
94
$22K 0.02%
+442
95
$20K 0.02%
+190
96
$20K 0.02%
+286
97
$18K 0.02%
+698
98
$16K 0.02%
+792
99
$14K 0.01%
+2,063
100
$12K 0.01%
+109
2 3
4
5 6