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
$514M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.28M
2 +$9.14M
3 +$7.14M
4
MAGN
Magnera Corp
MAGN
+$6.89M
5
TEN
Tsakos Energy Navigation Ltd
TEN
+$1.05M

Top Sells

1 +$8.4M
2 +$363K
3 +$317K
4
PDS
Precision Drilling
PDS
+$278K
5
L icon
Loews
L
+$250K

Sector Composition

1 Materials 25.79%
2 Energy 24.4%
3 Financials 14.43%
4 Healthcare 13.65%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$98K 0.02%
16,125
52
-236,577