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
$604M
AUM Growth
-$540K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$935K
3
+$878K
4
INTC icon
Intel
INTC
+$748K
5
PARA
Paramount Global Class B
PARA
+$520K

Top Sells

1
+$204K
2
+$138K
3
+$106K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$90.9K
5
L icon
Loews
L
+$88.1K

Sector Composition

1 Energy 31.52%
2 Materials 22.82%
3 Healthcare 12.42%
4 Financials 12.13%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.03%
2,400
-500
52
$170K 0.03%
16,125
53
– –
-1,449
1 2
3