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
$148M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.83M
3
+$2.53M
4
IBM icon
IBM
IBM
+$2.1M
5
IDVO icon
Amplify International Enhanced Dividend Income ETF
IDVO
+$2.1M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$2.38M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.06M
5
STLA icon
Stellantis
STLA
+$1.54M

Sector Composition

1 Technology 20.41%
2 Real Estate 6.36%
3 Financials 6.04%
4 Consumer Discretionary 3.72%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 7.64%
23,573
+6,964
2
$10.6M 7.17%
19,473
+1,173
3
$8.49M 5.75%
94,731
-383
4
$6.01M 4.07%
37,440
-520
5
$5.44M 3.68%
260,921
+9,018
6
$5.4M 3.66%
151,956
+79,548
7
$5.37M 3.63%
43,470
-320
8
$4.49M 3.04%
25,981
+12,152
9
$4M 2.71%
19,005
+55
10
$3.78M 2.56%
50,462
+27,012
11
$3.72M 2.52%
13,895
+117
12
$3.71M 2.51%
6,780
+10
13
$3.42M 2.31%
7,648
-55
14
$3.4M 2.3%
24,647
-944
15
$3.33M 2.25%
8,506
+526
16
$3.1M 2.1%
66,339
+1,544
17
$2.97M 2.01%
76,483
+1,587
18
$2.92M 1.98%
98,513
+2,919
19
$2.89M 1.96%
59,364
+23,209
20
$2.77M 1.88%
86,037
+1,983
21
$2.73M 1.85%
15,000
-271
22
$2.71M 1.83%
32,998
+718
23
$2.56M 1.73%
66,203
+2,273
24
$2.53M 1.71%
+45,569
25
$2.52M 1.71%
127,044
+6,358
1
2 3