FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$754K
3 +$602K
4
APD icon
Air Products & Chemicals
APD
+$554K
5
RTX icon
RTX Corp
RTX
+$338K

Top Sells

1 +$329K
2 +$132K
3 +$106K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$85.2K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$73K

Sector Composition

1 Technology 14.73%
2 Industrials 13.9%
3 Healthcare 12.76%
4 Energy 10.81%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K 0.01%
323
302
$9K 0.01%
62
303
$9K 0.01%
3,000
304
$9K 0.01%
1,000
305
$9K 0.01%
8,000
306
$9K 0.01%
250
307
$9K 0.01%
45
308
$9K 0.01%
1,177
309
$9K 0.01%
1,000
310
$9K 0.01%
319
311
$9K 0.01%
400
+100
312
$9K 0.01%
1,000
313
$8K 0.01%
2,000
314
$8K 0.01%
979
315
$8K 0.01%
36
316
$8K 0.01%
1,000
317
$7K 0.01%
152
318
$7K 0.01%
261
319
$7K 0.01%
82
320
$7K 0.01%
600
321
$7K 0.01%
200
322
$7K 0.01%
91
323
$7K 0.01%
65
324
$7K 0.01%
3,000
325
$7K 0.01%
80