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
201
$25.2K 0.02%
2,000
202
$24.9K 0.02%
735
203
$24.8K 0.02%
286
+1
204
$24.6K 0.02%
186
205
$24.5K 0.02%
215
206
$24.3K 0.02%
1,110
207
$24.1K 0.02%
6,000
208
$23.8K 0.02%
1,500
209
$23.6K 0.02%
+500
210
$23.5K 0.01%
132
211
$23K 0.01%
255
+1
212
$22.5K 0.01%
266
213
$22.2K 0.01%
2,200
214
$22K 0.01%
157
215
$22K 0.01%
3,000
216
$21.9K 0.01%
200
217
$21.8K 0.01%
1,000
218
$21.3K 0.01%
371
219
$21K 0.01%
20,000
+5,000
220
$20.6K 0.01%
1,200
221
$20.4K 0.01%
3,000
222
$20.2K 0.01%
1,500
223
$19.9K 0.01%
+200
224
$19.8K 0.01%
2,000
225
$19.7K 0.01%
7,000
7 8
9
10 11