FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+3.08%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$6.38M
(+4.3%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
51.65%
Holding
388
New
32
Increased
45
Reduced
37
Closed
18
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$2.43M |
| 2 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$1.94M |
| 3 |
Texas Instruments
TXN
|
$227K |
| 4 |
Walmart
WMT
|
$169K |
| 5 |
HEICO
HEI
|
$138K |
Top Sells
| 1 |
Boeing
BA
|
$863K |
| 2 |
Home Depot
HD
|
$315K |
| 3 |
United Parcel Service
UPS
|
$206K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$175K |
| 5 |
Apple
AAPL
|
$170K |
Sector Composition
| 1 | Technology | 21.01% |
| 2 | Industrials | 13.2% |
| 3 | Healthcare | 11.55% |
| 4 | Energy | 11.3% |
| 5 | Financials | 6.3% |
