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
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
126
$2K ﹤0.01%
+13
127
$2K ﹤0.01%
+57
128
$1K ﹤0.01%
+27
129
$1K ﹤0.01%
+248
130
$1K ﹤0.01%
+84
131
$0 ﹤0.01%
+20
132
– –
0
133
$0 ﹤0.01%
+5
134
$0 ﹤0.01%
+19
135
$0 ﹤0.01%
+1
2 3 4 5
6