FAM

Foundation Asset Management Portfolio holdings

AUM $116M
1-Year Est. Return 31.02%
This Quarter Est. Return
1 Year Est. Return
+31.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$11.3M
3 +$9.96M
4
VREX icon
Varex Imaging
VREX
+$4.67M
5
BOBE
Bob Evans Farms, Inc.
BOBE
+$4.36M

Top Sells

1 +$21.3M
2 +$12.3M
3 +$11.6M
4
CDW icon
CDW
CDW
+$10.9M
5
OLN icon
Olin
OLN
+$8.96M

Sector Composition

1 Industrials 36.96%
2 Financials 22.36%
3 Healthcare 17.91%
4 Energy 9.46%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-63,495