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
151
$41.1K 0.03%
300
-100
152
$40.9K 0.03%
500
153
$40.4K 0.03%
1,600
154
$39.8K 0.03%
246
155
$39.3K 0.02%
3,140
156
$39.1K 0.02%
1,404
157
$39K 0.02%
499
158
$38.9K 0.02%
808
159
$38.9K 0.02%
5,000
160
$38.3K 0.02%
700
161
$36.4K 0.02%
483
162
$35.6K 0.02%
400
163
$35.2K 0.02%
710
164
$35.1K 0.02%
3,000
165
$35K 0.02%
1,600
166
$35K 0.02%
876
-95
167
$34K 0.02%
270
168
$33.8K 0.02%
2,300
169
$33.7K 0.02%
3,800
170
$33.4K 0.02%
252
171
$32.9K 0.02%
418
+2
172
$32.5K 0.02%
2,000
173
$32.5K 0.02%
250
174
$32.4K 0.02%
151
175
$32K 0.02%
665
5 6
7
8 9