FRM

Foundation Resource Management Portfolio holdings

AUM $696M
1-Year Est. Return 19.93%
This Quarter Est. Return
1 Year Est. Return
+19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$7.78M
2 +$7.57M
3 +$3.38M
4
XOM icon
Exxon Mobil
XOM
+$2.44M
5
BEN icon
Franklin Resources
BEN
+$214K

Top Sells

1 +$11.1M
2 +$9.55M
3 +$6.2M
4
MRK icon
Merck
MRK
+$5.22M
5
HPQ icon
HP
HPQ
+$3.96M

Sector Composition

1 Materials 22.58%
2 Healthcare 20.8%
3 Energy 19.46%
4 Financials 18.23%
5 Technology 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$34K 0.01%
16,125
-108,040
52
-2,779
53
-4,898
54
-5,634
55
-1,423
56
-1,640
57
-3,000
58
-1,537