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
$107M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.26M
3
+$1.02M
4
RTX icon
RTX Corp
RTX
+$44.4K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Top Sells

1
+$1.34M
2
+$296K
3
+$151K
4
YUM icon
Yum! Brands
YUM
+$102K
5
V icon
Visa
V
+$78K

Sector Composition

1 Technology 22.49%
2 Industrials 12.84%
3 Energy 11.86%
4 Healthcare 11.39%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
1,000
227
$14K 0.01%
700
228
$14K 0.01%
150
229
$13K 0.01%
90
230
$13K 0.01%
1,000
231
$13K 0.01%
2,500
232
$13K 0.01%
355
+5
233
$13K 0.01%
275
234
$13K 0.01%
2,000
235
$13K 0.01%
1,000
236
$13K 0.01%
75
237
$13K 0.01%
200
238
$13K 0.01%
170
239
$13K 0.01%
1,000
240
$12K 0.01%
85
+35
241
$12K 0.01%
1,000
+300
242
$12K 0.01%
2,000
243
$11K 0.01%
+450
244
$11K 0.01%
80
245
$11K 0.01%
2,500
+1,000
246
$11K 0.01%
1,500
247
$11K 0.01%
2,000
-1,000
248
$11K 0.01%
95
-31
249
$11K 0.01%
1,850
250
$11K 0.01%
200
8 9
10
11 12