FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$953K
3
+$723K
4
IBM icon
IBM
IBM
+$526K
5
GE icon
GE Aerospace
GE
+$457K

Top Sells

1
+$2.01M
2
+$692K
3
+$300K
4
BA icon
Boeing
BA
+$167K
5
NVDA icon
NVIDIA
NVDA
+$145K

Sector Composition

1 Healthcare 15.98%
2 Technology 15.67%
3 Energy 13.59%
4 Consumer Staples 11.73%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
900
227
$16K 0.01%
1,000
228
$16K 0.01%
500
229
$16K 0.01%
324
+22
230
$16K 0.01%
4,000
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231
$16K 0.01%
2,000
232
$15K 0.01%
339
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233
$15K 0.01%
378
234
$15K 0.01%
195
235
$15K 0.01%
2,000
236
$15K 0.01%
1,000
237
$15K 0.01%
1,600
238
$15K 0.01%
3,000
239
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4,000
240
$14K 0.01%
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241
$14K 0.01%
150
242
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243
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700
244
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245
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246
$14K 0.01%
280
247
$13K 0.01%
+200
248
$13K 0.01%
700
249
$13K 0.01%
130
250
$13K 0.01%
666
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8 9
10
11 12