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
$648M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$11.6M
3 +$8.33M
4
EAF icon
GrafTech
EAF
+$8.09M
5
BEN icon
Franklin Resources
BEN
+$1.13M

Top Sells

1 +$3.68M
2 +$2.57M
3 +$700K
4
MOS icon
The Mosaic Company
MOS
+$698K
5
PFE icon
Pfizer
PFE
+$222K

Sector Composition

1 Materials 28.57%
2 Energy 26.55%
3 Financials 11.61%
4 Communication Services 11.55%
5 Healthcare 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$242K 0.04%
+6,000
52
$141K 0.02%
16,125
53
-1,524