FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$965K
2 +$687K
3 +$97.3K
4
UNH icon
UnitedHealth
UNH
+$67.8K
5
CRM icon
Salesforce
CRM
+$58.6K

Top Sells

1 +$1.88M
2 +$580K
3 +$521K
4
PAGP icon
Plains GP Holdings
PAGP
+$431K
5
JPM icon
JPMorgan Chase
JPM
+$220K

Sector Composition

1 Technology 24.11%
2 Industrials 12.93%
3 Energy 10.9%
4 Healthcare 10.61%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLV icon
126
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$59.5K 0.03%
384
PBR icon
127
Petrobras
PBR
$109B
$59.3K 0.03%
5,000
IAU icon
128
iShares Gold Trust
IAU
$81.8B
$57.6K 0.03%
710
VTV icon
129
Vanguard Value ETF
VTV
$169B
$57.3K 0.03%
300
AXTI icon
130
AXT Inc
AXTI
$2.31B
$57.2K 0.03%
3,500
-3,500
SHEL icon
131
Shell
SHEL
$232B
$56.6K 0.03%
770
IGSB icon
132
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$55K 0.03%
1,040
VIS icon
133
Vanguard Industrials ETF
VIS
$7.34B
$53.7K 0.03%
180
INSW icon
134
International Seaways
INSW
$3.73B
$53.4K 0.03%
1,100
+300
CCEC
135
Capital Clean Energy Carriers
CCEC
$1.36B
$52.2K 0.03%
2,500
NBN icon
136
Northeast Bank
NBN
$953M
$52K 0.03%
500
CADE
137
DELISTED
Cadence Bank
CADE
$51.4K 0.03%
1,200
SONY icon
138
Sony
SONY
$129B
$51.3K 0.03%
2,005
MHO icon
139
M/I Homes
MHO
$3.66B
$51.2K 0.03%
400
EGY icon
140
Vaalco Energy
EGY
$552M
$51K 0.03%
14,000
QQQM icon
141
Invesco NASDAQ 100 ETF
QQQM
$70.4B
$50.6K 0.03%
200
SD icon
142
SandRidge Energy
SD
$656M
$50.5K 0.03%
3,500
VALE icon
143
Vale
VALE
$68.2B
$49.5K 0.03%
3,800
SCHD icon
144
Schwab US Dividend Equity ETF
SCHD
$85.3B
$49.4K 0.03%
1,800
GEV icon
145
GE Vernova
GEV
$227B
$49.1K 0.03%
75
LPG icon
146
Dorian LPG
LPG
$1.55B
$48.7K 0.03%
2,000
CI icon
147
Cigna
CI
$74.8B
$47.6K 0.02%
173
+20
TORO icon
148
Toro Corp
TORO
$113M
$47.5K 0.02%
9,000
+2,000
EXK
149
Endeavour Silver
EXK
$3.5B
$47K 0.02%
5,000
SCHG icon
150
Schwab US Large-Cap Growth ETF
SCHG
$50.3B
$46.8K 0.02%
1,436
+7