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
$600M
AUM Growth
-$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$568K
3 +$533K
4
VZ icon
Verizon
VZ
+$472K
5
INTC icon
Intel
INTC
+$470K

Top Sells

1 +$337K
2 +$83.2K
3 +$75.6K
4
L icon
Loews
L
+$62.6K
5
PBT
Permian Basin Royalty Trust
PBT
+$53.5K

Sector Composition

1 Energy 32.38%
2 Materials 22.35%
3 Healthcare 12.68%
4 Financials 12.63%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$120K 0.02%
16,125
52
-16,213