FGI

Foresight Global Investors Portfolio holdings

AUM $204M
1-Year Est. Return 29.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1,000K
3
+$937K
4
NVS icon
Novartis
NVS
+$805K
5
FNV icon
Franco-Nevada
FNV
+$680K

Top Sells

1
+$2.27M
2
+$2.13M
3
+$1.69M
4
V icon
Visa
V
+$1.64M
5
HDB icon
HDFC Bank
HDB
+$1.57M

Sector Composition

1 Technology 36.38%
2 Energy 16.76%
3 Healthcare 16.52%
4 Industrials 11.91%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-14,265
27
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28
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-8,972
29
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-5,063
30
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-5,445
31
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-6,075
32
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-6,649
33
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-2,175
34
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-24,350
35
– –
-138,749
36
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-26,910
37
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-51,950
38
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-44,521
39
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-13,499
40
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-6,320
41
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-4,815
42
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-20,000
43
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-5,955
44
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-21,820
45
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-13,341
46
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-3,149
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