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
$602M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.22M
2 +$3.45M
3 +$203K
4
WMT icon
Walmart
WMT
+$201K
5
NEM icon
Newmont
NEM
+$125K

Top Sells

1 +$643K
2 +$599K
3 +$585K
4
COP icon
ConocoPhillips
COP
+$453K
5
LUMN icon
Lumen
LUMN
+$406K

Sector Composition

1 Energy 35.78%
2 Materials 20.99%
3 Financials 12.44%
4 Healthcare 11.84%
5 Technology 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.03%
+1,449
52
$112K 0.02%
16,125
53
-2,400