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
$637M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$982K
2 +$674K
3 +$428K
4
CVX icon
Chevron
CVX
+$403K
5
GILD icon
Gilead Sciences
GILD
+$385K

Top Sells

1 +$10.2M
2 +$8.95M
3 +$351K
4
L icon
Loews
L
+$191K
5
LUMN icon
Lumen
LUMN
+$99.6K

Sector Composition

1 Energy 32.49%
2 Materials 21.53%
3 Financials 13.76%
4 Healthcare 10.78%
5 Technology 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$241K 0.04%
2,400
52
$82.7K 0.01%
15,625