FRM

Foundation Resource Management Portfolio holdings

AUM $747M
1-Year Est. Return 35.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.51M
2 +$1.71M
3 +$782K
4
NEM icon
Newmont
NEM
+$767K
5
CVX icon
Chevron
CVX
+$690K

Top Sells

1 +$1.52M
2 +$257K
3 +$246K
4
IBM icon
IBM
IBM
+$205K
5
OGN icon
Organon & Co
OGN
+$123K

Sector Composition

1 Energy 31.95%
2 Materials 22.45%
3 Healthcare 11.84%
4 Financials 11.77%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$152K 0.03%
16,125
52
-1,449
53
-42,950