FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+8.26%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$7.32M
(+6.4%)
Cap. Flow
-$905K
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
40.5%
Holding
323
New
12
Increased
40
Reduced
40
Closed
16
Top Buys
| 1 |
Pfizer
PFE
|
+$988K |
| 2 |
Lowe's Companies
LOW
|
+$528K |
| 3 |
Home Depot
HD
|
+$498K |
| 4 |
iShares Biotechnology ETF
IBB
|
+$198K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$69.7K |
Top Sells
| 1 |
Novartis
NVS
|
+$925K |
| 2 |
Kinder Morgan
KMI
|
+$802K |
| 3 |
Schwab International Equity ETF
SCHF
|
+$280K |
| 4 |
USCR
U S Concrete, Inc.
USCR
|
+$230K |
| 5 |
AT&T
T
|
+$172K |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Energy | 12.26% |
| 3 | Healthcare | 10.83% |
| 4 | Financials | 10.6% |
| 5 | Industrials | 10.12% |
