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
26
$953K 0.6%
15,312
-1,708
27
$788K 0.5%
46,638
+1,040
28
$731K 0.46%
3,332
+24
29
$694K 0.44%
3,922
-557
30
$597K 0.38%
1,403
+10
31
$594K 0.38%
3,166
32
$588K 0.37%
22,157
-3,180
33
$523K 0.33%
5,793
+6
34
$507K 0.32%
2,895
+352
35
$427K 0.27%
466
36
$409K 0.26%
2,442
37
$407K 0.26%
2,443
38
$396K 0.25%
10,558
-4,458
39
$347K 0.22%
4,942
40
$346K 0.22%
3,444
41
$333K 0.21%
10,620
+1
42
$322K 0.2%
2,630
43
$311K 0.2%
590
-100
44
$300K 0.19%
1,585
-100
45
$292K 0.19%
645
46
$272K 0.17%
3,680
47
$255K 0.16%
850
48
$253K 0.16%
1,150
49
$227K 0.14%
1,778
+5
50
$217K 0.14%
4,939
-10
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2
3 4 5