FG

Foresight Group Portfolio holdings

AUM $705M
1-Year Est. Return 8.81%
This Quarter Est. Return
1 Year Est. Return
+8.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.26M
3
+$689K
4
ICLR icon
Icon
ICLR
+$580K
5
COLD icon
Americold
COLD
+$304K

Top Sells

1
+$44M
2
+$33.1M
3
+$28M
4
EQIX icon
Equinix
EQIX
+$24.6M
5
CWEN icon
Clearway Energy Class C
CWEN
+$16.2M

Sector Composition

1 Real Estate 93.87%
2 Utilities 4.54%
3 Industrials 0.97%
4 Healthcare 0.23%
5 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$842K 0.13%
1,981
27
$806K 0.12%
18,703
-1,007
28
$767K 0.12%
4,525
29
$686K 0.11%
26,510
-1,350
30
$679K 0.11%
18,286
+2,621
31
$663K 0.1%
5,997
+85
32
$631K 0.1%
56,352
33
$626K 0.1%
5,956
-577
34
$580K 0.09%
+2,765
35
$478K 0.07%
9,713
36
– –
-335,615
1
2