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

Top Buys

1 +$944K
2 +$579K
3 +$458K
4
GILD icon
Gilead Sciences
GILD
+$405K
5
CVX icon
Chevron
CVX
+$386K

Top Sells

1 +$10.4M
2 +$8.36M
3 +$308K
4
L icon
Loews
L
+$181K
5
LUMN icon
Lumen
LUMN
+$99.7K

Sector Composition

1 Energy 32.49%
2 Materials 21.39%
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