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
ABR icon
301
Arbor Realty Trust
ABR
$1.52B
$10.9K 0.01%
1,400
NBR icon
302
Nabors Industries
NBR
$1.31B
$10.9K 0.01%
200
EWG icon
303
iShares MSCI Germany ETF
EWG
$1.41B
$10.6K 0.01%
250
CEG icon
304
Constellation Energy
CEG
$112B
$10.6K 0.01%
+30
IGV icon
305
iShares Expanded Tech-Software Sector ETF
IGV
$11.6B
$10.6K 0.01%
100
VKTX icon
306
Viking Therapeutics
VKTX
$3.76B
$10.6K 0.01%
300
RFIL icon
307
RF Industries
RFIL
$162M
$10.5K 0.01%
1,820
GLSI icon
308
Greenwich LifeSciences
GLSI
$324M
$10.5K 0.01%
500
RXST icon
309
RxSight
RXST
$295M
$10.4K 0.01%
1,000
CAG icon
310
Conagra Brands
CAG
$6.81B
$10.4K 0.01%
600
PSEC icon
311
Prospect Capital
PSEC
$1.32B
$10.4K 0.01%
4,000
NVO icon
312
Novo Nordisk
NVO
$181B
$10.2K 0.01%
+200
CNQ icon
313
Canadian Natural Resources
CNQ
$93.1B
$10.2K 0.01%
300
VAL icon
314
Valaris
VAL
$6.29B
$10.1K 0.01%
+200
PR icon
315
Permian Resources
PR
$17.4B
$9.82K 0.01%
+700
CMI icon
316
Cummins
CMI
$91B
$9.7K 0.01%
19
USAR
317
USA Rare Earth Inc
USAR
$4.82B
$9.52K ﹤0.01%
+800
BZFD icon
318
BuzzFeed
BZFD
$27.3M
$9.3K ﹤0.01%
+10,000
CATO icon
319
Cato Corp
CATO
$57.1M
$9.27K ﹤0.01%
3,000
SHIP icon
320
Seanergy Maritime Holdings
SHIP
$303M
$9.23K ﹤0.01%
1,000
TROX icon
321
Tronox
TROX
$1.61B
$9.17K ﹤0.01%
2,200
PUBM icon
322
PubMatic
PUBM
$433M
$8.87K ﹤0.01%
1,000
-1,000
LUV icon
323
Southwest Airlines
LUV
$19B
$8.55K ﹤0.01%
207
+107
OPRA
324
Opera Ltd
OPRA
$1.52B
$8.5K ﹤0.01%
600
NKTR icon
325
Nektar Therapeutics
NKTR
$2.66B
$8.46K ﹤0.01%
+200