We are live on ! Find out more
FGI

Foresight Global Investors Portfolio holdings

AUM $154M
1-Year Est. Return 50.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$2.48M
3
+$1.2M
4
TSM icon
TSMC
TSM
+$746K
5
DEO icon
Diageo
DEO
+$519K

Top Sells

1
+$23.6M
2
+$15.7M
3
+$8.18M
4
HSBC icon
HSBC
HSBC
+$6.97M
5
STM icon
STMicroelectronics
STM
+$5.83M

Sector Composition

1 Healthcare 44.58%
2 Technology 18.73%
3 Financials 12.42%
4 Energy 11.25%
5 Materials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
26
Wells Fargo
WFC
$251B
$328K 0.21%
4,117
IQV icon
27
IQVIA
IQV
$30.4B
$316K 0.2%
1,851
+130
V icon
28
Visa
V
$614B
$279K 0.18%
924
UBER icon
29
Uber
UBER
$140B
$275K 0.18%
3,818
ELV icon
30
Elevance Health
ELV
$87.9B
– –
-865
LOW icon
31
Lowe's Companies
LOW
$121B
– –
-1,192
1
2