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
$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
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302
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62
303
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304
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261