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
$184M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$6.1M
3
+$5.79M
4
PFE icon
Pfizer
PFE
+$1.5M
5
PDD icon
Pinduoduo
PDD
+$1.5M

Top Sells

1
+$14.5M
2
+$10.8M
3
+$10.7M
4
BP icon
BP
BP
+$6.95M
5
SONY icon
Sony
SONY
+$3.78M

Sector Composition

1 Technology 28.67%
2 Healthcare 18.83%
3 Energy 14.68%
4 Industrials 14.03%
5 Financials 13.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 14.29%
115,026
-4,380
2
$25.9M 14.03%
224,816
+53,520
3
$22.4M 12.15%
1,160,220
-195,775
4
$19.6M 10.63%
167,213
+12,119
5
$16M 8.7%
256,311
+12,850
6
$14.7M 8%
371,077
+18,840
7
$7.14M 3.87%
108,194
+87,800
8
$6.1M 3.31%
+2,500,000
9
$2.71M 1.47%
86,349
-221,298
10
$2.27M 1.23%
59,850
+4,000
11
$1.69M 0.92%
25,544
+2,225
12
$1.64M 0.89%
5,955
+400
13
$1.56M 0.85%
13,341
14
$1.56M 0.84%
2,995
+350
15
$1.55M 0.84%
4,120
-550
16
$1.55M 0.84%
6,649
+1,100
17
$1.54M 0.84%
3,356
18
$1.5M 0.82%
+51,950
19
$1.5M 0.81%
+11,100
20
$1.49M 0.81%
8,972
21
$1.41M 0.77%
138,749
-296,178
22
$1.36M 0.74%
6,075
+600
23
$1.25M 0.68%
2,175
+175
24
$1.24M 0.67%
+2,975
25
$1.23M 0.67%
21,820
1
2 3