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
$169M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.89M
3
+$2.49M
4
AMCR icon
Amcor
AMCR
+$1.81M
5
VZ icon
Verizon
VZ
+$1.45M

Top Sells

1
+$2.81M
2
+$2.77M
3
+$1.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M
5
APD icon
Air Products & Chemicals
APD
+$1.23M

Sector Composition

1 Technology 16.64%
2 Real Estate 7.4%
3 Financials 6.22%
4 Consumer Staples 5.44%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 6.94%
20,379
+906
2
$11.3M 6.7%
95,049
+318
3
$9.98M 5.92%
20,448
-3,125
4
$6.17M 3.66%
27,921
+1,940
5
$5.88M 3.49%
280,841
+19,920
6
$5.55M 3.29%
156,660
+4,704
7
$4.62M 2.74%
19,828
+823
8
$4.62M 2.74%
38,035
-5,435
9
$4.16M 2.47%
14,674
+779
10
$4.13M 2.45%
52,754
+2,292
11
$4.07M 2.42%
7,062
+282
12
$3.77M 2.24%
8,910
+404
13
$3.65M 2.17%
21,152
-16,288
14
$3.63M 2.15%
68,576
+9,212
15
$3.61M 2.14%
79,988
+3,505
16
$3.52M 2.09%
69,520
+3,181
17
$3.4M 2.02%
7,912
+264
18
$3.26M 1.94%
105,005
+6,492
19
$3.19M 1.89%
27,392
+11,665
20
$3.16M 1.87%
35,340
+2,342
21
$3.02M 1.79%
46,434
+2,139
22
$3.01M 1.79%
136,218
+9,174
23
$2.94M 1.75%
15,928
+1,119
24
$2.91M 1.73%
+71,635
25
$2.89M 1.72%
+82,356
1
2 3