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
$167M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Sells

1 +$1.83M
2 +$1.64M
3 +$695K
4
KO icon
Coca-Cola
KO
+$147K
5
JPM icon
JPMorgan Chase
JPM
+$107K

Sector Composition

1 Technology 23%
2 Industrials 13.49%
3 Energy 10.55%
4 Healthcare 9.49%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRTX icon
176
Vertex Pharmaceuticals
VRTX
$110B
$33.4K 0.02%
75
PFFA icon
177
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.81B
$33.3K 0.02%
1,600
CI icon
178
Cigna
CI
$72.4B
$33.1K 0.02%
100
-100
TDW icon
179
Tidewater
TDW
$2.85B
$32.3K 0.02%
700
ACI icon
180
Albertsons Companies
ACI
$9.87B
$32.3K 0.02%
1,500
BSX icon
181
Boston Scientific
BSX
$156B
$32.2K 0.02%
300
NL icon
182
NL Industries
NL
$271M
$32K 0.02%
5,000
XOP icon
183
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.88B
$31.7K 0.02%
252
FCX icon
184
Freeport-McMoran
FCX
$58.2B
$30.3K 0.02%
700
VPV icon
185
Invesco Pennsylvania Value Municipal Income Trust
VPV
$193M
$30.2K 0.02%
3,000
INTC icon
186
Intel
INTC
$171B
$29.7K 0.02%
1,325
MMT
187
MFS Multimarket Income Trust
MMT
$258M
$29.5K 0.02%
6,270
ERII icon
188
Energy Recovery
ERII
$770M
$29.4K 0.02%
2,300
INSW icon
189
International Seaways
INSW
$2.65B
$29.2K 0.02%
800
ESSA
190
DELISTED
ESSA Bancorp
ESSA
$29.1K 0.02%
1,500
KE
191
Kimball Electronics
KE
$690M
$28.8K 0.02%
+1,500
IBIT icon
192
iShares Bitcoin Trust
IBIT
$74.9B
$28.7K 0.02%
469
+138
UFCS icon
193
United Fire Group
UFCS
$935M
$28.7K 0.02%
1,000
PLTR icon
194
Palantir
PLTR
$410B
$28.2K 0.02%
207
COF icon
195
Capital One
COF
$138B
$28.1K 0.02%
132
XLI icon
196
Industrial Select Sector SPDR Fund
XLI
$23.5B
$27.6K 0.02%
187
IVW icon
197
iShares S&P 500 Growth ETF
IVW
$66.1B
$27.5K 0.02%
250
DOV icon
198
Dover
DOV
$25B
$27.5K 0.02%
150
-150
UPS icon
199
United Parcel Service
UPS
$81.4B
$27.3K 0.02%
270
ORN icon
200
Orion Group Holdings
ORN
$379M
$27.2K 0.02%
3,000