FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+7.61%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$10.3M
(+7.5%)
Cap. Flow
+$1.81M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
51.31%
Holding
389
New
8
Increased
36
Reduced
51
Closed
33
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.62M |
| 2 |
Air Products & Chemicals
APD
|
+$1.59M |
| 3 |
Corning
GLW
|
+$1.51M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$62.8K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$50.9K |
Top Sells
| 1 |
Boeing
BA
|
+$998K |
| 2 |
Pfizer
PFE
|
+$194K |
| 3 |
JPMorgan Chase
JPM
|
+$136K |
| 4 |
Wells Fargo
WFC
|
+$108K |
| 5 |
Microsoft
MSFT
|
+$105K |
Sector Composition
| 1 | Technology | 19.41% |
| 2 | Industrials | 14.46% |
| 3 | Energy | 11.96% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 6.76% |
