FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+7.24%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$12.9M
(+9.2%)
Cap. Flow
+$3.66M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
46.62%
Holding
317
New
38
Increased
55
Reduced
29
Closed
8
Top Buys
| 1 |
Northrop Grumman
NOC
|
$1.78M |
| 2 |
Global X Lithium & Battery Tech ETF
LIT
|
$1.3M |
| 3 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
$670K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$302K |
| 5 |
Exxon Mobil
XOM
|
$207K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$350K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$335K |
| 3 |
AT&T
T
|
$300K |
| 4 |
Coca-Cola
KO
|
$187K |
| 5 |
Microsoft
MSFT
|
$186K |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Industrials | 11.78% |
| 3 | Healthcare | 9.6% |
| 4 | Consumer Discretionary | 7.8% |
| 5 | Consumer Staples | 5.67% |
