FGI
Foresight Global Investors Portfolio holdings
AUM
$204M
1-Year Est. Return
29.41%
This Fund
S&P 500
1 Year Est. Return
+29.41%
AUM
$168M
AUM Growth
+$27.6M
(+20%)
Holding
35
Top Buys
| 1 | +$18.4M | |
| 2 | +$11.7M | |
| 3 | +$9.69M | |
| 4 |
Novartis
NVS
|
+$825K |
| 5 |
JPMorgan Chase
JPM
|
+$678K |
Top Sells
| 1 | +$7.42M | |
| 2 | +$5.12M | |
| 3 | +$4.5M | |
| 4 |
SAP
SAP
|
+$2.36M |
| 5 |
STMicroelectronics
STM
|
+$1.58M |
Sector Composition
| 1 | Healthcare | 30.34% |
| 2 | Technology | 29.97% |
| 3 | Energy | 12.37% |
| 4 | Industrials | 9.19% |
| 5 | Financials | 8.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
IQVIA
IQV
$27.4B
| $327K | 0.19% |
+1,721
|
|
||
27
Visa
V
$589B
| $315K | 0.19% |
+924
|
|
||
28
Vanguard Mid-Cap Value ETF
VOE
$21B
| $305K | 0.18% |
+1,745
|
|
||
29
Baxter International
BAX
$9.27B
| $301K | 0.18% |
+13,225
|
|
||
30
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.67B
| $293K | 0.17% |
+3,430
|
|
||
31
Lowe's Companies
LOW
$134B
| $288K | 0.17% |
+1,147
|
|
||
32
Elevance Health
ELV
$63.5B
| $265K | 0.16% |
+819
|
|
||
33
Kraft Heinz
KHC
$26.4B
| $235K | 0.14% |
+9,042
|
|
||
34
Ambev
ABEV
$44.8B
| – | – |
-3,077,365
|
|
||
35
HDFC Bank
HDB
$146B
| – | – |
-133,612
|
|