FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$754K
3
+$602K
4
APD icon
Air Products & Chemicals
APD
+$554K
5
RTX icon
RTX Corp
RTX
+$338K

Top Sells

1
+$329K
2
+$132K
3
+$106K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$85.2K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$73K

Sector Composition

1 Technology 14.73%
2 Industrials 13.9%
3 Healthcare 12.76%
4 Energy 10.81%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.02%
127
+1
227
$19K 0.02%
2,000
228
$19K 0.02%
+700
229
$19K 0.02%
300
230
$18K 0.01%
735
231
$18K 0.01%
194
232
$18K 0.01%
1,500
-710
233
$18K 0.01%
1,000
234
$18K 0.01%
157
235
$18K 0.01%
2,992
236
$17K 0.01%
6,000
+3,000
237
$17K 0.01%
279
+1
238
$17K 0.01%
215
+76
239
$17K 0.01%
+300
240
$17K 0.01%
247
241
$17K 0.01%
221
242
$17K 0.01%
170
243
$17K 0.01%
347
244
$17K 0.01%
3,000
245
$17K 0.01%
5,952
246
$17K 0.01%
1,000
247
$16K 0.01%
1,400
248
$16K 0.01%
+1,000
249
$16K 0.01%
+1,000
250
$16K 0.01%
+200
8 9
10
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