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
326
$7K 0.01%
400
327
$7K 0.01%
1,000
328
$7K 0.01%
122
329
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800
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$6K ﹤0.01%
60
331
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133
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$6K ﹤0.01%
520
333
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200
334
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284
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+83
336
$6K ﹤0.01%
300
337
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47
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51
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$5K ﹤0.01%
8
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52
343
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1,000
344
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4,000
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232
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150
347
$4K ﹤0.01%
35
348
$4K ﹤0.01%
+230
349
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42
350
$4K ﹤0.01%
112