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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$1M
3 +$291K
4
CVX icon
Chevron
CVX
+$244K
5
XOM icon
Exxon Mobil
XOM
+$152K

Top Sells

1 +$203K
2 +$180K
3 +$152K
4
GLW icon
Corning
GLW
+$114K
5
UAL icon
United Airlines
UAL
+$101K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.93%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAP icon
176
SAP
SAP
$284B
$35K 0.02%
131
PFFA icon
177
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.93B
$34.7K 0.02%
1,600
HBAN icon
178
Huntington Bancshares
HBAN
$26.8B
$34.5K 0.02%
2,000
XOP icon
179
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.82B
$33.3K 0.02%
252
XLP icon
180
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
$33.1K 0.02%
422
+1
VOT icon
181
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$32.3K 0.02%
+110
PB icon
182
Prosperity Bancshares
PB
$6.65B
$32K 0.02%
483
AXTI icon
183
AXT Inc
AXTI
$535M
$31.4K 0.02%
7,000
-3,000
DAKT icon
184
Daktronics
DAKT
$873M
$31.4K 0.02%
1,500
CCNE icon
185
CNB Financial Corp
CCNE
$794M
$31K 0.02%
+1,282
VPV icon
186
Invesco Pennsylvania Value Municipal Income Trust
VPV
$187M
$31K 0.02%
3,000
NL icon
187
NL Industries
NL
$273M
$30.8K 0.02%
5,000
GSL icon
188
Global Ship Lease
GSL
$1.29B
$30.7K 0.02%
1,000
GMAB icon
189
Genmab
GMAB
$19.5B
$30.7K 0.02%
1,000
IBIT icon
190
iShares Bitcoin Trust
IBIT
$72.2B
$30.5K 0.02%
469
UFCS icon
191
United Fire Group
UFCS
$923M
$30.4K 0.02%
1,000
IVW icon
192
iShares S&P 500 Growth ETF
IVW
$66.8B
$30.2K 0.02%
250
MMT
193
MFS Multimarket Income Trust
MMT
$259M
$30K 0.02%
6,270
PKX icon
194
POSCO
PKX
$16.1B
$29.5K 0.02%
600
+300
VRTX icon
195
Vertex Pharmaceuticals
VRTX
$118B
$29.4K 0.02%
75
PSX icon
196
Phillips 66
PSX
$56.3B
$29.2K 0.02%
215
LAC
197
Lithium Americas
LAC
$1.59B
$29.1K 0.02%
5,100
+100
XLI icon
198
State Street Industrial Select Sector SPDR ETF
XLI
$24.4B
$29K 0.02%
188
+1
MPC icon
199
Marathon Petroleum
MPC
$56.9B
$28.9K 0.02%
150
PPLT icon
200
abrdn Physical Platinum Shares ETF
PPLT
$2.08B
$28.6K 0.02%
200