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
$161M
AUM Growth
-$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$1.98M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.96M
5
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$1.94M

Top Sells

1
+$4.28M
2
+$3.77M
3
+$3.25M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$3.05M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.43M

Sector Composition

1 Technology 18.67%
2 Financials 8.48%
3 Real Estate 5.47%
4 Energy 4.53%
5 Consumer Staples 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,449
77
– –
-16,260
78
– –
-1,613
79
– –
-57,304
1 2 3
4