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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$17.3M
4
TS icon
Tenaris
TS
+$16.5M
5
BP icon
BP
BP
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 27.2%
2 Energy 22.99%
3 Technology 21.47%
4 Consumer Staples 14.42%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 14.42%
+111,082
2
$19.9M 14.27%
+286,865
3
$17.3M 12.39%
+953,440
4
$16.5M 11.83%
+580,968
5
$14M 10.03%
+368,979
6
$9.48M 6.79%
+339,649
7
$3.44M 2.47%
+27,213
8
$2.71M 1.94%
+17,453
9
$2.07M 1.48%
+118,482
10
$1.88M 1.35%
+8,356
11
$1.84M 1.32%
+14,132
12
$1.8M 1.29%
+9,162
13
$1.73M 1.24%
+5,601
14
$1.71M 1.22%
+7,890
15
$1.66M 1.19%
+16,151
16
$1.62M 1.16%
+16,045
17
$1.59M 1.14%
+3,458
18
$1.57M 1.13%
+14,332
19
$1.52M 1.09%
+14,675
20
$1.5M 1.07%
+6,450
21
$1.47M 1.05%
+21,370
22
$1.45M 1.04%
+19,579
23
$1.34M 0.96%
+3,465
24
$1.29M 0.92%
+6,535
25
$1.25M 0.9%
+22,144
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