FRM

Foundation Resource Management Portfolio holdings

AUM $889M
1-Year Est. Return 43.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$9.82M
3 +$727K
4
PFE icon
Pfizer
PFE
+$268K
5
VZ icon
Verizon
VZ
+$263K

Top Sells

1 +$15.8M
2 +$12.5M
3 +$9.6M
4
NEM icon
Newmont
NEM
+$7.36M
5
AGI icon
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
51
$88K 0.01%
14,565
52
-51,477
53
-138,431