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
$140M
AUM Growth
-$913K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$708K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$507K
5
TSM icon
TSMC
TSM
+$444K

Top Sells

1
+$4.08M
2
+$3.07M
3
+$529K
4
BA icon
Boeing
BA
+$453K
5
XEL icon
Xcel Energy
XEL
+$370K

Sector Composition

1 Technology 18.35%
2 Industrials 11.1%
3 Healthcare 10.04%
4 Consumer Discretionary 8.22%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
+800
227
$13K 0.01%
1,000
228
$13K 0.01%
1,000
229
$13K 0.01%
225
230
$12K 0.01%
+500
231
$12K 0.01%
1,000
-2,000
232
$12K 0.01%
4,970
233
$12K 0.01%
45
234
$12K 0.01%
2,000
235
$12K 0.01%
300
236
$12K 0.01%
2,000
-2,000
237
$12K 0.01%
2,000
238
$11K 0.01%
500
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239
$11K 0.01%
500
240
$11K 0.01%
165
+1
241
$11K 0.01%
170
242
$11K 0.01%
757
243
$11K 0.01%
118
244
$10K 0.01%
979
245
$10K 0.01%
2,000
246
$10K 0.01%
110
247
$10K 0.01%
135
248
$10K 0.01%
+3
249
$10K 0.01%
+700
250
$9K 0.01%
36
8 9
10
11 12