FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$193M
1-Year Est. Return
28.04%
This Fund
S&P 500
1 Year Est. Return
+28.04%
AUM
$193M
AUM Growth
+$3.82M
(+2%)
Holding
431
Top Buys
| 1 | +$965K | |
| 2 | +$687K | |
| 3 | +$97.3K | |
| 4 |
UnitedHealth
UNH
|
+$67.8K |
| 5 |
Salesforce
CRM
|
+$58.6K |
Top Sells
| 1 | +$1.88M | |
| 2 | +$580K | |
| 3 | +$521K | |
| 4 |
Plains GP Holdings
PAGP
|
+$431K |
| 5 |
JPMorgan Chase
JPM
|
+$220K |
Sector Composition
| 1 | Technology | 24.11% |
| 2 | Industrials | 12.93% |
| 3 | Energy | 10.9% |
| 4 | Healthcare | 10.61% |
| 5 | Financials | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
United Fire Group
UFCS
$1.03B
| – | – |
-1,000
|
|
||
427
VolitionRX
VNRX
$24.2M
| – | – |
-2,000
|
|
||
428
Vanguard Mid-Cap ETF
VO
$98.6B
| – | – |
-152
|
|
||
429
Warner Bros
WBD
$68.9B
| – | – |
-40
|
|
||
430
Xometry
XMTR
$2.56B
| – | – |
-20
|
|
||
|
MPTI.WS
431
DELISTED
M-tron Industries Warrants
MPTI.WS
| – | – |
-5
|
|