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
$97.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$6.56M
3
+$4.83M
4
AVGO icon
Broadcom
AVGO
+$4.25M
5
AAPL icon
Apple
AAPL
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.13%
2 Financials 8.09%
3 Real Estate 6.72%
4 Consumer Discretionary 5.45%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.56M 8.76%
+18,000
2
$6.56M 6.72%
+93,685
3
$4.83M 4.95%
+241,062
4
$4.25M 4.36%
+38,110
5
$3.57M 3.66%
+18,542
6
$3.17M 3.24%
+13,345
7
$3.11M 3.19%
+6,513
8
$2.87M 2.94%
+7,620
9
$2.81M 2.88%
+7,481
10
$2.79M 2.86%
+6,819
11
$2.67M 2.74%
+63,250
12
$2.59M 2.66%
+26,432
13
$2.51M 2.57%
+81,146
14
$2.5M 2.56%
+90,328
15
$2.46M 2.52%
+30,394
16
$2.39M 2.45%
+47,347
17
$2.22M 2.28%
+60,781
18
$2.21M 2.27%
+36,963
19
$2.17M 2.23%
+12,799
20
$2.16M 2.21%
+70,909
21
$2.15M 2.2%
+13,160
22
$2.12M 2.17%
+10,538
23
$2.05M 2.1%
+48,860
24
$2.04M 2.09%
+14,614
25
$2M 2.05%
+113,632
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