FAM

Foundation Asset Management Portfolio holdings

AUM $116M
1-Year Est. Return 31.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$15.8M
3 +$11.6M
4
MOS icon
The Mosaic Company
MOS
+$10.2M
5
URS
URS CORP
URS
+$9.45M

Top Sells

1 +$9.34M
2 +$4.83M
3 +$3.49M
4
CIR
CIRCOR International, Inc
CIR
+$3.17M
5
WMGI
Wright Medical Group Inc
WMGI
+$1.32M

Sector Composition

1 Financials 25.37%
2 Industrials 16.1%
3 Healthcare 14.81%
4 Real Estate 9.16%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-54,141