FRM
Foundation Resource Management Portfolio holdings
AUM
$747M
1-Year Est. Return
35.94%
This Fund
S&P 500
1 Year Est. Return
+35.94%
AUM
$696M
AUM Growth
+$49.4M
(+7.6%)
Holding
53
Top Buys
| 1 | +$19.1M | |
| 2 | +$9.82M | |
| 3 | +$727K | |
| 4 |
Pfizer
PFE
|
+$268K |
| 5 |
Verizon
VZ
|
+$263K |
Top Sells
| 1 | +$15.8M | |
| 2 | +$12.5M | |
| 3 | +$9.6M | |
| 4 |
Newmont
NEM
|
+$7.36M |
| 5 |
Alamos Gold
AGI
|
+$1.37M |
Sector Composition
| 1 | Materials | 26.79% |
| 2 | Energy | 24.03% |
| 3 | Financials | 14.43% |
| 4 | Healthcare | 11.46% |
| 5 | Consumer Staples | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SJT
51
San Juan Basin Royalty Trust
SJT
$231M
| $88K | 0.01% |
14,565
|
|
||
|
52
Alamos Gold
AGI
$18.2B
| – | – |
-51,477
|
|
||
53
Cisco
CSCO
$305B
| – | – |
-138,431
|
|