FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$70.8K
2
+$63.6K
3
+$34.7K
4
VST icon
Vistra
VST
+$27.8K
5
NDAQ icon
Nasdaq
NDAQ
+$27.1K

Top Sells

1
+$375K
2
+$355K
3
+$347K
4
APD icon
Air Products & Chemicals
APD
+$257K
5
GLW icon
Corning
GLW
+$238K

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
101
$74.4K 0.05%
5,300
-20
102
$74.2K 0.05%
250
103
$74.1K 0.05%
580
104
$73.6K 0.05%
770
105
$72.5K 0.05%
2,500
106
$72.1K 0.05%
900
107
$72K 0.05%
10,300
108
$71.3K 0.05%
2,604
+521
109
$70.2K 0.04%
2,998
-5,280
110
$69.4K 0.04%
1,300
-980
111
$69K 0.04%
128
112
$68.5K 0.04%
350
113
$67.9K 0.04%
116
+3
114
$67.9K 0.04%
1,200
115
$65.7K 0.04%
259
116
$64.3K 0.04%
5,000
117
$64.2K 0.04%
1,328
+1
118
$63.8K 0.04%
550
-400
119
$62K 0.04%
5,500
120
$59.4K 0.04%
1,570
121
$58.3K 0.04%
5,000
122
$57.7K 0.04%
430
123
$56.8K 0.04%
600
124
$56.3K 0.04%
300
125
$55.2K 0.04%
200
3 4
5
6 7