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
351
$4K ﹤0.01%
35
352
$4K ﹤0.01%
257
353
$3K ﹤0.01%
666
-1
354
$3K ﹤0.01%
10
355
$3K ﹤0.01%
100
356
$3K ﹤0.01%
125
-50
357
$3K ﹤0.01%
+37
358
$3K ﹤0.01%
218
359
$3K ﹤0.01%
24
360
$3K ﹤0.01%
+53
361
$3K ﹤0.01%
70
362
$3K ﹤0.01%
100
363
$2K ﹤0.01%
1,000
364
$2K ﹤0.01%
3,000
365
$2K ﹤0.01%
45
-54
366
$2K ﹤0.01%
45
367
$2K ﹤0.01%
258
368
$2K ﹤0.01%
120
369
$2K ﹤0.01%
76
370
$2K ﹤0.01%
27
371
$2K ﹤0.01%
+10
372
$1K ﹤0.01%
33
373
$1K ﹤0.01%
35
+1
374
$1K ﹤0.01%
79
375
$1K ﹤0.01%
40
-1,317
13 14
15
16 17