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
76
$102K 0.06%
1,126
77
$101K 0.06%
385
+85
78
$98.6K 0.06%
1,690
+3
79
$98.5K 0.06%
1,400
80
$98.1K 0.06%
2,800
81
$94.3K 0.06%
2,222
82
$94.2K 0.06%
4,000
83
$93.5K 0.06%
1,012
84
$92.5K 0.06%
932
+254
85
$89.8K 0.06%
843
86
$89.1K 0.06%
1,000
87
$89K 0.06%
4,543
+351
88
$87.2K 0.06%
360
89
$86.9K 0.06%
1,800
90
$84.2K 0.05%
1,000
91
$83.9K 0.05%
361
92
$83.8K 0.05%
550
93
$83.8K 0.05%
1,416
-871
94
$83K 0.05%
700
95
$82.5K 0.05%
227
96
$80.5K 0.05%
1,786
97
$80K 0.05%
303
98
$79.6K 0.05%
1,278
+1
99
$76.5K 0.05%
5,000
100
$75.8K 0.05%
673
2 3
4
5 6