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
126
$55K 0.03%
600
-100
127
$53.8K 0.03%
1,040
128
$53.2K 0.03%
400
129
$52.4K 0.03%
12,000
130
$51.6K 0.03%
375
131
$51.5K 0.03%
2,400
132
$51.4K 0.03%
4,000
133
$50.8K 0.03%
300
134
$49.8K 0.03%
406
135
$49.2K 0.03%
1,800
136
$48.7K 0.03%
2,000
137
$48.2K 0.03%
770
138
$47.6K 0.03%
360
139
$47K 0.03%
5,000
140
$46.2K 0.03%
341
141
$45.9K 0.03%
2,500
142
$45.8K 0.03%
180
143
$45.6K 0.03%
379
144
$44K 0.03%
1,000
145
$43.8K 0.03%
600
146
$42.7K 0.03%
2,640
147
$42.4K 0.03%
2,005
148
$42.1K 0.03%
200
149
$41.9K 0.03%
300
150
$41.3K 0.03%
1,200
4 5
6
7 8