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
51
$215K 0.14%
1,324
+2
52
$215K 0.14%
532
53
$199K 0.13%
618
54
$196K 0.12%
619
55
$190K 0.12%
376
56
$182K 0.12%
984
57
$173K 0.11%
302
58
$173K 0.11%
1,300
59
$169K 0.11%
2,500
60
$151K 0.1%
949
61
$151K 0.1%
1,358
+17
62
$151K 0.1%
1,888
63
$147K 0.09%
619
64
$138K 0.09%
1,030
+40
65
$133K 0.08%
324
66
$123K 0.08%
1,270
67
$119K 0.08%
3,500
68
$116K 0.07%
607
69
$111K 0.07%
1,590
70
$109K 0.07%
1,273
+35
71
$108K 0.07%
7,200
72
$107K 0.07%
446
73
$107K 0.07%
409
74
$104K 0.07%
200
75
$103K 0.07%
2,527
-820
1 2
3
4 5