FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$965K
2 +$687K
3 +$97.3K
4
UNH icon
UnitedHealth
UNH
+$67.8K
5
CRM icon
Salesforce
CRM
+$58.6K

Top Sells

1 +$1.88M
2 +$580K
3 +$521K
4
PAGP icon
Plains GP Holdings
PAGP
+$431K
5
JPM icon
JPMorgan Chase
JPM
+$220K

Sector Composition

1 Technology 24.11%
2 Industrials 12.93%
3 Energy 10.9%
4 Healthcare 10.61%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FENY icon
276
Fidelity MSCI Energy Index ETF
FENY
$1.96B
$14.7K 0.01%
593
TPL icon
277
Texas Pacific Land
TPL
$30.2B
$14.4K 0.01%
+50
OGN icon
278
Organon & Co
OGN
$2.24B
$14.3K 0.01%
+2,000
ALB icon
279
Albemarle
ALB
$22.8B
$14.1K 0.01%
100
DOW icon
280
Dow Inc
DOW
$27.7B
$14K 0.01%
600
CPRX icon
281
Catalyst Pharmaceutical
CPRX
$3.13B
$14K 0.01%
600
LINE
282
Lineage Inc
LINE
$8.31B
$14K 0.01%
+400
ARRY icon
283
Array Technologies
ARRY
$1.16B
$13.8K 0.01%
1,500
XLG icon
284
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$13.6K 0.01%
230
APH icon
285
Amphenol
APH
$185B
$13.5K 0.01%
+100
FTI icon
286
TechnipFMC
FTI
$28.9B
$13.4K 0.01%
300
CBT icon
287
Cabot Corp
CBT
$3.98B
$13.3K 0.01%
+200
BCAT icon
288
BlackRock Capital Allocation Term Trust
BCAT
$1.55B
$12.7K 0.01%
900
OCSL icon
289
Oaktree Specialty Lending
OCSL
$1.12B
$12.7K 0.01%
1,000
PGY icon
290
Pagaya Technologies
PGY
$1.11B
$12.5K 0.01%
+600
HLX icon
291
Helix Energy Solutions
HLX
$1.38B
$12.5K 0.01%
2,000
VTRS icon
292
Viatris
VTRS
$17.2B
$12.4K 0.01%
1,000
JOE icon
293
St. Joe Company
JOE
$3.94B
$11.9K 0.01%
200
IP icon
294
International Paper
IP
$17.8B
$11.8K 0.01%
300
DSI icon
295
iShares MSCI KLD 400 Social ETF
DSI
$5.05B
$11.5K 0.01%
89
KBDC
296
Kayne Anderson BDC
KBDC
$950M
$11.5K 0.01%
800
NFE icon
297
New Fortress Energy
NFE
$179M
$11.4K 0.01%
+10,000
IYF icon
298
iShares US Financials ETF
IYF
$3.42B
$11.2K 0.01%
87
SOCL icon
299
Global X Social Media ETF
SOCL
$94.3M
$11K 0.01%
200
XLC icon
300
State Street Communication Services Select Sector SPDR ETF
XLC
$25.6B
$10.9K 0.01%
93