Aryn Sands
@Foresight Capital Management Advisors, Inc.
Latest period2024 - Q4ReportedManaged Assets$171.072MTotal holdings83
Assets growth rate1.51%Assets growth rate (2-Q avg)7.78%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Foresight Capital Management Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 83 positions.
Assets under management
The assets under management (AUM) of Foresight Capital Management Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 171.072M in assets, with a quarterly growth rate of 1.51% and a 2-quarter average growth rate of 7.78%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FDVVFidelity Covington Trust
| 2.04% | $3.478M 69,647 shares@ $49.94 avg price | Increased 0.19% |
LVHILegg Mason Etf Invt
| 1.97% | $3.357M 110,004 shares@ $30.52 avg price | Increased 4.77% |
ENBEnbridge Inc
| 1.9% | $3.241M 76,389 shares@ $42.43 avg price | Increased 6.64% |
VTWOVanguard Scottsdale Fds
| 1.89% | $3.233M 36,188 shares@ $89.33 avg price | Increased 2.4% |
PNCPnc Finl Svcs Group Inc
| 1.88% | $3.205M 16,621 shares@ $192.86 avg price | Increased 4.36% |
GOOGLAlphabet Inc
| 1.75% | $2.986M 15,776 shares@ $189.3 avg price | Increased 0.15% |
DIVOAmplify Etf Tr
| 1.69% | $2.881M 71,166 shares@ $40.49 avg price | Increased 1.91% |
ULUnilever Plc
| 1.59% | $2.711M 47,813 shares@ $56.7 avg price | Increased 2.97% |
IWMIshares Tr
| 1.54% | $2.629M 11,900 shares@ $220.96 avg price | Increased 4.85% |
EVRGEvergy Inc
| 1.53% | $2.615M 42,488 shares@ $61.55 avg price | Increased 5.69% |