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
$65.4M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.64M
3
+$1.64M
4
C icon
Citigroup
C
+$1.57M
5
VALE icon
Vale
VALE
+$1.47M

Top Sells

1
+$2.29M
2
+$2.24M
3
+$2.19M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.16M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.13M

Sector Composition

1 Technology 11.58%
2 Real Estate 8.39%
3 Utilities 7.41%
4 Financials 7.29%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.57M 8.51%
14,761
+200
2
$4.83M 7.38%
99,090
-1,378
3
$4.04M 6.17%
207,429
-2,365
4
$3.11M 4.76%
22,754
-823
5
$3.09M 4.72%
77,343
-1,021
6
$2.28M 3.49%
6,016
+395
7
$2.14M 3.28%
19,996
-361
8
$2.09M 3.2%
11,097
-5
9
$2.02M 3.08%
6,552
-122
10
$1.99M 3.04%
23,241
-1,053
11
$1.98M 3.03%
55,188
-702
12
$1.87M 2.85%
181,830
-1,660
13
$1.83M 2.8%
+26,219
14
$1.79M 2.74%
53,447
-646
15
$1.79M 2.74%
99,996
+354
16
$1.76M 2.7%
36,290
-540
17
$1.73M 2.64%
15,860
-300
18
$1.7M 2.6%
62,609
-852
19
$1.64M 2.51%
+64,128
20
$1.64M 2.51%
8,992
+50
21
$1.64M 2.5%
+67,834
22
$1.57M 2.41%
+34,229
23
$1.53M 2.35%
35,995
-214
24
$1.47M 2.25%
100,635
+100,551
25
$1.4M 2.15%
+104,088
1
2 3 4 5