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
251
$13K 0.01%
290
252
$13K 0.01%
150
253
$13K 0.01%
500
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254
$13K 0.01%
200
255
$13K 0.01%
6,000
256
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130
257
$13K 0.01%
2,000
258
$13K 0.01%
346
259
$12K 0.01%
200
260
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1,200
-1,200
261
$12K 0.01%
400
262
$12K 0.01%
500
263
$12K 0.01%
240
-55
264
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265
$12K 0.01%
850
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$11K 0.01%
143
267
$11K 0.01%
500
268
$11K 0.01%
667
269
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270
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840
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271
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225
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$11K 0.01%
75
273
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1,000
274
$11K 0.01%
400
275
$11K 0.01%
2,000
9 10
11
12 13