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FCMA
Foresight Capital Management Advisors Portfolio holdings
AUM
$206M
1-Year Est. Return
32.51%
This Fund
S&P 500
This Quarter
Est. Return
+2.65%
1 Year Est. Return
+32.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
-$4.97M
(-2.7%)
Cap. Flow
-$6.14M
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
35.2%
Holding
113
New
20
Increased
26
Reduced
34
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest Gold Strategy Target Income ETF
IGLD
|
+$3.01M |
| 2 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
+$2.4M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.25M |
| 4 |
Kimberly-Clark
KMB
|
+$2.2M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$2.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$2.48M |
| 2 |
IBM
IBM
|
+$2.41M |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
+$2.14M |
| 4 |
Corning
GLW
|
+$2.01M |
| 5 |
FlexShares Quality Dividend Defensive Index Fund
QDEF
|
+$1.88M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.94% |
| 2 | Financials | 7.03% |
| 3 | Energy | 4.79% |
| 4 | Real Estate | 4.64% |
| 5 | Communication Services | 4.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
GE HealthCare
GEHC
$31.5B
| – | – |
-5,092
| Closed | -$418K |
|
77
Manhattan Associates
MANH
$10.9B
| – | – |
-1,562
| Closed | -$271K |
|
78
Marvell Technology
MRVL
$196B
| – | – |
-5,047
| Closed | -$429K |
|
|
79
FlexShares Quality Dividend Defensive Index Fund
QDEF
$558M
| – | – |
-23,278
| Closed | -$1.88M |
|
|
80
abrdn Physical Gold Shares ETF
SGOL
$6.96B
| – | – |
-52,027
| Closed | -$2.14M |
|
81
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$523M
| – | – |
-9,695
| Closed | -$484K |
|
82
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| – | – |
-6,096
| Closed | -$206K |
|
83
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
| – | – |
-18,972
| Closed | -$1.57M |
|
84
T-Mobile US
TMUS
$190B
| – | – |
-1,784
| Closed | -$362K |
|
85
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| – | – |
-24,138
| Closed | -$1.3M |
|
|
EVMO
86
Eaton Vance Mortgage Opportunities ETF
EVMO
$863M
| – | – |
-11,562
| Closed | -$587K |
|
|
MICC
87
The Magnum Ice Cream Company N.V.
MICC
$11.2B
| – | – |
-10,622
| Closed | -$168K |
|
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Foresight Capital Management Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Foresight Capital Management Advisors held 113 positions worth $180M, down 2.7% from $185M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Foresight Capital Management Advisors withdrew a net $6.14M in Q1 2026, closing 17 positions and reducing 34 holdings. Its most notable exit was WisdomTree US LargeCap Dividend Fund, an estimated $2.48M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 20% a quarter earlier, followed by Financials and Energy.
Against the trend, Foresight Capital Management Advisors opened a new position in FT Vest Gold Strategy Target Income ETF worth $2.84M.
- Foresight Capital Management Advisors's largest Q1 2026 buy was FT Vest Gold Strategy Target Income ETF: 111,268 shares worth $2.84M.
- Foresight Capital Management Advisors added most to Stryker in Q1 2026, an estimated $344K increase.
- Foresight Capital Management Advisors's biggest Q1 2026 reduction was IBM, cutting an estimated $2.41M.
- Foresight Capital Management Advisors fully exited WisdomTree US LargeCap Dividend Fund in Q1 2026, selling an estimated $2.48M.
- Foresight Capital Management Advisors's ten largest holdings make up 35% of its $180M portfolio in Q1 2026.
- Foresight Capital Management Advisors opened 20 new positions and closed 17 in Q1 2026.
- Foresight Capital Management Advisors's portfolio value fell 2.7% quarter-over-quarter to $180M.
Based on Foresight Capital Management Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.