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
$137M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$920K
3
+$883K
4
NVS icon
Novartis
NVS
+$735K
5
FNV icon
Franco-Nevada
FNV
+$647K

Top Sells

1
+$2.27M
2
+$2.2M
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
– –
-4,550
27
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-8,972
28
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-5,063
29
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-5,445
30
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-6,075
31
– –
-6,649
32
– –
-2,175
33
– –
-24,350
34
– –
-138,749
35
– –
-26,910
36
– –
-11,100
37
– –
-51,950
38
– –
-44,521
39
– –
-13,499
40
– –
-6,320
41
– –
-4,815
42
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-20,000
43
– –
-5,955
44
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-21,820
45
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-13,341
46
– –
-3,149
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