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
1
$6.84M 6.66%
+14,393
2
$5.09M 4.96%
+97,365
3
$4.22M 4.11%
+202,675
4
$4.16M 4.05%
+23,446
5
$3.07M 2.99%
+72,984
6
$2.93M 2.85%
+64,187
7
$2.73M 2.66%
+11,294
8
$2.62M 2.56%
+7,802
9
$2.58M 2.51%
+5,398
10
$2.54M 2.47%
+14,028
11
$2.51M 2.45%
+28,160
12
$2.37M 2.31%
+35,590
13
$2.34M 2.28%
+5,878
14
$2.32M 2.26%
+6,394
15
$2.28M 2.22%
+34,462
16
$2.27M 2.21%
+26,480
17
$2.25M 2.19%
+13,500
18
$2.23M 2.17%
+29,919
19
$2.22M 2.16%
+15,320
20
$2.19M 2.14%
+34,637
21
$2.18M 2.12%
+54,054
22
$2.14M 2.08%
+15,162
23
$2.05M 2%
+19,570
24
$2.04M 1.99%
+174,256
25
$2.04M 1.99%
+96,249
1
2 3 4 5