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
$626M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$9.12M
2 +$7.03M
3 +$145K
4
TRC icon
Tejon Ranch
TRC
+$131K
5
GILD icon
Gilead Sciences
GILD
+$96.6K

Top Sells

1 +$4.19M
2 +$477K
3 +$403K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
COP icon
ConocoPhillips
COP
+$338K

Sector Composition

1 Energy 32.31%
2 Materials 22.71%
3 Financials 12.85%
4 Healthcare 11.62%
5 Technology 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$235K 0.04%
2,400
52
$63.4K 0.01%
15,625
53
-2,685,554