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
$599M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$8.22M
2 +$1.65M
3 +$241K
4
AGI icon
Alamos Gold
AGI
+$185K
5
APA icon
APA Corp
APA
+$184K

Top Sells

1 +$879K
2 +$542K
3 +$355K
4
COP icon
ConocoPhillips
COP
+$352K
5
BEN icon
Franklin Resources
BEN
+$282K

Sector Composition

1 Energy 29.94%
2 Materials 22.51%
3 Financials 15.06%
4 Healthcare 11.51%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.03%
1,749
52
$55.8K 0.01%
14,565
-500
53
-6,050