FGI

Foresight Global Investors Portfolio holdings

AUM $141M
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$6.33M
3
+$4.23M
4
SONY icon
Sony
SONY
+$4.13M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.72M

Top Sells

1
+$17.4M
2
+$3.59M
3
+$2.49M
4
LHX icon
L3Harris
LHX
+$1.41M
5
ABT icon
Abbott
ABT
+$1.3M

Sector Composition

1 Technology 24.13%
2 Healthcare 22.15%
3 Energy 21.88%
4 Financials 18.63%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.67%
+14,000
27
$1.36M 0.67%
31,800
+8,600
28
$1.34M 0.66%
44,521
29
$1.3M 0.64%
17,565
+2,875
30
$1.28M 0.63%
+9,675
31
$1.27M 0.63%
6,426
32
$1.27M 0.62%
9,320
-3,550
33
$1.26M 0.62%
21,820
+2,800
34
$1.26M 0.62%
+6,575
35
$1.18M 0.58%
7,847
-5,050
36
$1.15M 0.57%
+10,275
37
$1.14M 0.56%
+9,650
38
$1.06M 0.52%
5,995
-1,550
39
$991K 0.49%
36,187
40
– –
-11,830
41
– –
-1,495
42
– –
-258,028
43
– –
-24,663
44
– –
-53,750
45
– –
-6,694
46
– –
-15,019
47
– –
-16,225
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