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
$446M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$668K
3 +$194K
4
CVX icon
Chevron
CVX
+$143K
5
TEN
Tsakos Energy Navigation Ltd
TEN
+$118K

Top Sells

1 +$3.73M
2 +$1.36M
3 +$1.02M
4
NEM icon
Newmont
NEM
+$706K
5
TSN icon
Tyson Foods
TSN
+$591K

Sector Composition

1 Energy 24.95%
2 Materials 24.18%
3 Financials 19.05%
4 Healthcare 13.76%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,489
52
-7,950