FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$72.1K
2
+$61.7K
3
+$33.7K
4
VST icon
Vistra
VST
+$27.6K
5
NDAQ icon
Nasdaq
NDAQ
+$27.1K

Top Sells

1
+$355K
2
+$327K
3
+$304K
4
GLW icon
Corning
GLW
+$238K
5
APD icon
Air Products & Chemicals
APD
+$237K

Sector Composition

1 Technology 21.44%
2 Industrials 13.19%
3 Healthcare 10.31%
4 Energy 9.38%
5 Financials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.2K 0.01%
22
252
$15.2K 0.01%
7,000
253
$14.9K 0.01%
260
254
$14.7K 0.01%
1,000
255
$14.5K 0.01%
36
256
$14.3K 0.01%
14,000
-2,000
257
$14.1K 0.01%
593
258
$14K 0.01%
100
259
$13.9K 0.01%
1,000
260
$13.8K 0.01%
56
261
$13.6K 0.01%
900
262
$13K 0.01%
300
263
$12.4K 0.01%
1,000
264
$12.3K 0.01%
250
+50
265
$12K 0.01%
50
266
$11.5K 0.01%
230
267
$11.4K 0.01%
600
268
$11.3K 0.01%
+7,000
269
$10.9K 0.01%
1,177
270
$10.8K 0.01%
66
271
$9.81K 0.01%
89
272
$9.62K 0.01%
87
273
$9.53K 0.01%
+300
274
$9.37K 0.01%
979
275
$9.33K 0.01%
1,600
9 10
11
12 13