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
$634M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$8.19M
3 +$5.33M
4
DVN icon
Devon Energy
DVN
+$394K
5
APA icon
APA Corp
APA
+$363K

Top Sells

1 +$11M
2 +$10.9M
3 +$1.72M
4
B
Barrick Mining
B
+$1.55M
5
TECK icon
Teck Resources
TECK
+$1.55M

Sector Composition

1 Energy 28.45%
2 Materials 23.36%
3 Financials 15.11%
4 Healthcare 11.89%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,037,987
52
-30,085