FCMA
Foresight Capital Management Advisors Portfolio holdings
AUM
$178M
1-Year Est. Return
18.26%
1 Year Est. Return
+18.26%
AUM
$172M
AUM Growth
+$10.9M
(+6.8%)
Holding
101
Top Buys
| 1 | +$3.03M | |
| 2 | +$2.63M | |
| 3 | +$2.58M | |
| 4 |
Global X Russell 2000 Covered Call ETF
RYLD
|
+$1.97M |
| 5 |
Novo Nordisk
NVO
|
+$1.83M |
Top Sells
| 1 | +$3.07M | |
| 2 | +$2.92M | |
| 3 | +$2.86M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$2.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Novartis
NVS
$252B
| – | – |
-25,616
|
|
||
77
McDonald's
MCD
$218B
| – | – |
-1,250
|
|
||
78
SPDR S&P Capital Markets ETF
KCE
$615M
| – | – |
-2,905
|
|
||
|
79
iShares Russell 2000 ETF
IWM
$71.6B
| – | – |
-12,300
|
|
||
80
iShares MSCI Intl Value Factor ETF
IVLU
$2.66B
| – | – |
-43,071
|
|
||
81
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.29B
| – | – |
-71,655
|
|
||
82
Dell
DELL
$106B
| – | – |
-18,112
|
|
||
|
83
AbbVie
ABBV
$403B
| – | – |
-10,697
|
|