FRM
Foundation Resource Management Portfolio holdings
AUM
$747M
1-Year Est. Return
35.94%
This Fund
S&P 500
1 Year Est. Return
+35.94%
AUM
$747M
AUM Growth
+$51.4M
(+7.4%)
Holding
52
Top Buys
| 1 | +$11.8M | |
| 2 | +$9.75M | |
| 3 | +$357K | |
| 4 |
The Mosaic Company
MOS
|
+$224K |
| 5 |
Merck
MRK
|
+$217K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$1.13M | |
| 3 | +$876K | |
| 4 |
Newmont
NEM
|
+$117K |
| 5 |
Pfizer
PFE
|
+$78K |
Sector Composition
| 1 | Materials | 26.84% |
| 2 | Energy | 22.74% |
| 3 | Financials | 13.6% |
| 4 | Healthcare | 11.49% |
| 5 | Consumer Staples | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$601B
| $229K | 0.03% |
1,106
|
|
||
|
SJT
52
San Juan Basin Royalty Trust
SJT
$241M
| $81.9K | 0.01% |
14,565
|
|