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
$325M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$5.51M
2 +$215K
3 +$211K
4
EMN icon
Eastman Chemical
EMN
+$209K
5
L icon
Loews
L
+$11.6K

Top Sells

1 +$14.3M
2 +$487K
3 +$484K
4
PFE icon
Pfizer
PFE
+$360K
5
GLW icon
Corning
GLW
+$337K

Sector Composition

1 Materials 23.85%
2 Energy 21.26%
3 Healthcare 18.44%
4 Financials 16.63%
5 Technology 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$172K 0.05%
10,725
52
$107K 0.03%
17,680
-2,580
53
$68K 0.02%
265,555
-10,889
54
$37K 0.01%
16,125