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
$158M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$72.1K
2
+$61.7K
3
+$33.7K
4
VST icon
Vistra
VST
+$27.6K
5
NDAQ icon
Nasdaq
NDAQ
+$27.1K

Top Sells

1
+$355K
2
+$327K
3
+$304K
4
GLW icon
Corning
GLW
+$238K
5
APD icon
Air Products & Chemicals
APD
+$237K

Sector Composition

1 Technology 21.44%
2 Industrials 13.19%
3 Healthcare 10.31%
4 Energy 9.38%
5 Financials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$491 ﹤0.01%
9
352
$464 ﹤0.01%
+10
353
$459 ﹤0.01%
7
354
$429 ﹤0.01%
9
355
$376 ﹤0.01%
8
356
$352 ﹤0.01%
5
357
$322 ﹤0.01%
12
+5
358
$242 ﹤0.01%
+5
359
$218 ﹤0.01%
8
360
$215 ﹤0.01%
4
361
$209 ﹤0.01%
3
362
$191 ﹤0.01%
25
363
$189 ﹤0.01%
50
364
$171 ﹤0.01%
+10
365
$131 ﹤0.01%
+25
366
$125 ﹤0.01%
+2
367
$41 ﹤0.01%
2
368
$17 ﹤0.01%
1
369
– –
-3,034
370
– –
-1,300
371
– –
-5
372
– –
-133
373
– –
-15,000
374
– –
-170
375
– –
-47
12 13 14
15
16