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
XLI icon
201
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$29.2K 0.02%
188
MMT
202
MFS Multimarket Income Trust
MMT
$253M
$29.2K 0.02%
6,270
IJR icon
203
iShares Core S&P Small-Cap ETF
IJR
$101B
$28.7K 0.01%
239
+1
SBRA icon
204
Sabra Healthcare REIT
SBRA
$5.21B
$28.4K 0.01%
1,500
IXN icon
205
iShares Global Tech ETF
IXN
$7.34B
$27.9K 0.01%
266
UHS icon
206
Universal Health Services
UHS
$11.1B
$27.9K 0.01%
+128
PSX icon
207
Phillips 66
PSX
$62.7B
$27.7K 0.01%
215
HIG icon
208
Hartford Financial Services
HIG
$38.5B
$27.6K 0.01%
200
CCJ icon
209
Cameco
CCJ
$52.6B
$27.4K 0.01%
+300
SLV icon
210
iShares Silver Trust
SLV
$41.7B
$27.4K 0.01%
425
+15
NL icon
211
NL Industries
NL
$286M
$27.4K 0.01%
5,000
GNW icon
212
Genworth Financial
GNW
$3.38B
$27.1K 0.01%
3,000
-5,300
BGR icon
213
BlackRock Energy and Resources Trust
BGR
$401M
$27.1K 0.01%
2,000
UPS icon
214
United Parcel Service
UPS
$90.4B
$26.8K 0.01%
270
MDYG icon
215
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.71B
$26.6K 0.01%
288
+1
SHBI icon
216
Shore Bancshares
SHBI
$668M
$26.5K 0.01%
1,500
AOR icon
217
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.45B
$26.4K 0.01%
406
F icon
218
Ford
F
$51.6B
$26.2K 0.01%
2,000
PAX icon
219
Patria Investments
PAX
$2.13B
$25.4K 0.01%
1,600
SIL icon
220
Global X Silver Miners ETF NEW
SIL
$5.79B
$25.1K 0.01%
300
OXY icon
221
Occidental Petroleum
OXY
$53.3B
$24.7K 0.01%
600
DHT icon
222
DHT Holdings
DHT
$2.95B
$24.4K 0.01%
2,000
MPC icon
223
Marathon Petroleum
MPC
$62.9B
$24.4K 0.01%
150
OCUL icon
224
Ocular Therapeutix
OCUL
$2.14B
$24.3K 0.01%
2,000
SLYG icon
225
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.41B
$24.2K 0.01%
257