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
$89.6M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.6M
3
+$236K
4
IRM icon
Iron Mountain
IRM
+$172K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$167K

Top Sells

1
+$2.88M
2
+$2.51M
3
+$2.02M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.95M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.88M

Sector Composition

1 Technology 12.65%
2 Real Estate 8.26%
3 Utilities 4.67%
4 Consumer Discretionary 4.63%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
+631
102
$13K 0.01%
109
103
$12K 0.01%
+75
104
$11K 0.01%
125
105
$10K 0.01%
85
106
$10K 0.01%
182
107
$10K 0.01%
265
-2,191
108
$10K 0.01%
472
109
$10K 0.01%
26
+10
110
$10K 0.01%
193
111
$9K 0.01%
+245
112
$9K 0.01%
163
113
$8K 0.01%
+254
114
$8K 0.01%
708
115
$7K 0.01%
+191
116
$7K 0.01%
+138
117
$7K 0.01%
111
-105
118
$6K 0.01%
+83
119
$6K 0.01%
83
120
$5K 0.01%
93
121
$5K 0.01%
164
122
$5K 0.01%
18
123
$4K ﹤0.01%
87
124
$4K ﹤0.01%
160
125
$4K ﹤0.01%
50
3 4
5
6 7