FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
-0.02%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
-$6.27M
(-3.8%)
Cap. Flow
-$4.56M
Cap. Flow
% of AUM
-2.89%
Top 10 Holdings %
Top 10 Hldgs %
53.01%
Holding
392
New
16
Increased
36
Reduced
46
Closed
24
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$72.1K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$61.7K |
| 3 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$33.7K |
| 4 |
Vistra
VST
|
$27.6K |
| 5 |
Nasdaq
NDAQ
|
$27.1K |
Top Sells
| 1 |
Chevron
CVX
|
$355K |
| 2 |
Exxon Mobil
XOM
|
$327K |
| 3 |
Devon Energy
DVN
|
$304K |
| 4 |
Corning
GLW
|
$238K |
| 5 |
Air Products & Chemicals
APD
|
$237K |
Sector Composition
| 1 | Technology | 21.44% |
| 2 | Industrials | 13.2% |
| 3 | Healthcare | 10.31% |
| 4 | Energy | 9.37% |
| 5 | Financials | 7.09% |
