FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+8.83%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$6.68M
(+5.1%)
Cap. Flow
-$2.92M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
50.15%
Holding
410
New
8
Increased
43
Reduced
63
Closed
29
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$82.2K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$55.9K |
| 3 |
Energy Transfer Partners
ET
|
+$41.4K |
| 4 |
iShares US Technology ETF
IYW
|
+$41K |
| 5 |
HES
Hess
HES
|
+$28.8K |
Top Sells
| 1 |
Pfizer
PFE
|
+$744K |
| 2 |
Global X Lithium & Battery Tech ETF
LIT
|
+$462K |
| 3 |
Air Products & Chemicals
APD
|
+$272K |
| 4 |
Adobe
ADBE
|
+$196K |
| 5 |
Emerson Electric
EMR
|
+$156K |
Sector Composition
| 1 | Technology | 19.7% |
| 2 | Industrials | 16.17% |
| 3 | Energy | 11.64% |
| 4 | Healthcare | 10.85% |
| 5 | Consumer Discretionary | 6.95% |
