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
$123M
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$855K
3 +$608K
4
APD icon
Air Products & Chemicals
APD
+$589K
5
RTX icon
RTX Corp
RTX
+$374K

Top Sells

1 +$349K
2 +$150K
3 +$133K
4
WMT icon
Walmart Inc
WMT
+$107K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$87.1K

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
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1,000
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60
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8
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35
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+230
349
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42
350
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112