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
$443M
AUM Growth
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.99M
2 +$5.9M
3 +$1.49M
4
KHC icon
Kraft Heinz
KHC
+$758K
5
CVX icon
Chevron
CVX
+$463K

Top Sells

1 +$8.82M
2 +$1.64M
3 +$73K
4
CCJ icon
Cameco
CCJ
+$68.7K
5
MRK icon
Merck
MRK
+$67.6K

Sector Composition

1 Energy 25.62%
2 Materials 23.46%
3 Financials 16.95%
4 Healthcare 13.87%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-13,790