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
State Street 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
101
$12K 0.01%
+109
102
$11K 0.01%
+216
103
$11K 0.01%
+472
104
$11K 0.01%
+193
105
$10K 0.01%
+86
106
$10K 0.01%
+160
107
$10K 0.01%
+163
108
$9K 0.01%
+182
109
$9K 0.01%
+708
110
$9K 0.01%
+125
111
$9K 0.01%
+87
112
$7K 0.01%
+83
113
$7K 0.01%
+164
114
$7K 0.01%
+2,533
115
$6K 0.01%
+18
116
$5K ﹤0.01%
+1,342
117
$5K ﹤0.01%
+160
118
$5K ﹤0.01%
+93
119
$4K ﹤0.01%
+50
120
$4K ﹤0.01%
+12
121
$3K ﹤0.01%
+21
122
$3K ﹤0.01%
+50
123
$2K ﹤0.01%
+57
124
$2K ﹤0.01%
+13
125
$2K ﹤0.01%
+12
2 3 4
5
6