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
HBAN icon
176
Huntington Bancshares
HBAN
$34.3B
$34.7K 0.02%
2,000
PFFA icon
177
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.3B
$34.5K 0.02%
1,600
VRTX icon
178
Vertex Pharmaceuticals
VRTX
$112B
$34K 0.02%
75
FSI icon
179
Flexible Solutions
FSI
$80.1M
$33.6K 0.02%
5,000
CCNE icon
180
CNB Financial Corp
CCNE
$929M
$33.5K 0.02%
1,282
T icon
181
AT&T
T
$185B
$33.5K 0.02%
1,350
-202
PB icon
182
Prosperity Bancshares
PB
$7.11B
$33.4K 0.02%
483
BITB icon
183
Bitwise Bitcoin ETF
BITB
$2.97B
$33.3K 0.02%
700
+360
XLP icon
184
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$32.9K 0.02%
424
+2
BTE icon
185
Baytex Energy
BTE
$3B
$32.3K 0.02%
10,000
COF icon
186
Capital One
COF
$128B
$32K 0.02%
132
PKX icon
187
POSCO
PKX
$20.2B
$31.9K 0.02%
600
SAP icon
188
SAP
SAP
$212B
$31.8K 0.02%
131
XOP icon
189
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.2B
$31.8K 0.02%
252
VPV icon
190
Invesco Pennsylvania Value Municipal Income Trust
VPV
$190M
$31.4K 0.02%
3,000
AGX icon
191
Argan
AGX
$8.34B
$31.3K 0.02%
100
-50
IVW icon
192
iShares S&P 500 Growth ETF
IVW
$69.2B
$31.2K 0.02%
253
+3
ERII icon
193
Energy Recovery
ERII
$559M
$31K 0.02%
2,300
GM icon
194
General Motors
GM
$73.5B
$30.7K 0.02%
+378
VOT icon
195
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$30.7K 0.02%
110
TDW icon
196
Tidewater
TDW
$4.23B
$30.3K 0.02%
600
-100
ORN icon
197
Orion Group Holdings
ORN
$481M
$29.8K 0.02%
3,000
DAKT icon
198
Daktronics
DAKT
$950M
$29.7K 0.02%
1,500
LNG icon
199
Cheniere Energy
LNG
$52.8B
$29.4K 0.02%
151
DOV icon
200
Dover
DOV
$29.5B
$29.3K 0.02%
150