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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
$168M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$11.7M
3
+$9.69M
4
NVS icon
Novartis
NVS
+$825K
5
JPM icon
JPMorgan Chase
JPM
+$678K

Top Sells

1
+$7.42M
2
+$5.12M
3
+$4.5M
4
SAP icon
SAP
SAP
+$2.36M
5
STM icon
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
$327K 0.19%
+1,721
27
$315K 0.19%
+924
28
$305K 0.18%
+1,745
29
$301K 0.18%
+13,225
30
$293K 0.17%
+3,430
31
$288K 0.17%
+1,147
32
$265K 0.16%
+819
33
$235K 0.14%
+9,042
34
– –
-3,077,365
35
– –
-133,612
1
2