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

Top Buys

1 +$2.87M
2 +$605K
3 +$516K
4
VZ icon
Verizon
VZ
+$470K
5
CVX icon
Chevron
CVX
+$470K

Top Sells

1 +$337K
2 +$81.1K
3 +$74.4K
4
L icon
Loews
L
+$61.1K
5
PBT
Permian Basin Royalty Trust
PBT
+$53K

Sector Composition

1 Energy 32.38%
2 Materials 22.08%
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