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
176
$30.9K 0.02%
3,000
177
$30.7K 0.02%
1,350
178
$30.2K 0.02%
75
179
$29.9K 0.02%
620
180
$29.6K 0.02%
600
181
$29.5K 0.02%
1,500
182
$29.4K 0.02%
6,270
183
$29.4K 0.02%
2,000
184
$29.4K 0.02%
1,465
-320
185
$29.3K 0.02%
1,500
186
$28.8K 0.02%
800
187
$28.4K 0.02%
1,000
188
$27.9K 0.02%
2,000
189
$27.6K 0.02%
+200
190
$27.4K 0.02%
1,800
191
$27.3K 0.02%
237
+1
192
$27.1K 0.02%
+350
193
$27K 0.02%
1,500
194
$26.8K 0.02%
300
195
$26.7K 0.02%
700
196
$25.8K 0.02%
10,000
+5,000
197
$25.6K 0.02%
48
198
$25.5K 0.02%
110
199
$25.4K 0.02%
250
200
$25.3K 0.02%
1,500
-500
6 7
8
9 10