FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+3.36%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$6.73M
(+6.3%)
Cap. Flow
+$3.71M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
45.12%
Holding
340
New
13
Increased
32
Reduced
28
Closed
7
Top Buys
| 1 |
Schlumberger
SLB
|
+$1.73M |
| 2 |
RTX Corp
RTX
|
+$1.62M |
| 3 |
Boeing
BA
|
+$748K |
| 4 |
iShares Biotechnology ETF
IBB
|
+$52.3K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$23.4K |
Top Sells
| 1 |
NE
Noble Corporation
NE
|
+$113K |
| 2 |
McDonald's
MCD
|
+$83.1K |
| 3 |
Lowe's Companies
LOW
|
+$70.6K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$64.6K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$43K |
Sector Composition
| 1 | Technology | 22.34% |
| 2 | Industrials | 14.47% |
| 3 | Energy | 12.19% |
| 4 | Healthcare | 10.38% |
| 5 | Financials | 9.05% |
