FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+5.43%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
-$913K
(-0.65%)
Cap. Flow
-$9.3M
Cap. Flow
% of AUM
-6.62%
Top 10 Holdings %
Top 10 Hldgs %
46.92%
Holding
308
New
11
Increased
37
Reduced
71
Closed
29
Top Buys
| 1 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
+$1.24M |
| 2 |
SPDR S&P Kensho Smart Mobility ETF
HAIL
|
+$1.23M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$708K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$507K |
| 5 |
TSMC
TSM
|
+$444K |
Top Sells
| 1 |
Walmart
WMT
|
+$4.08M |
| 2 |
Wells Fargo
WFC
|
+$3.07M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$529K |
| 4 |
Boeing
BA
|
+$453K |
| 5 |
Xcel Energy
XEL
|
+$370K |
Sector Composition
| 1 | Technology | 18.35% |
| 2 | Industrials | 11.1% |
| 3 | Healthcare | 10.04% |
| 4 | Consumer Discretionary | 8.22% |
| 5 | Consumer Staples | 6.07% |
