FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM
$167M
1-Year Return
15.3%
This Quarter Return
+11.91%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$13M
(+14%)
Cap. Flow
+$2.43M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
45.36%
Holding
355
New
11
Increased
43
Reduced
27
Closed
28
Top Buys
| 1 |
Lockheed Martin
LMT
|
+$1.98M |
| 2 |
Microsoft
MSFT
|
+$1.26M |
| 3 |
Wells Fargo
WFC
|
+$1.02M |
| 4 |
RTX Corp
RTX
|
+$44.4K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$43K |
Top Sells
| 1 |
IBM
IBM
|
+$1.34M |
| 2 |
PepsiCo
PEP
|
+$296K |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$151K |
| 4 |
Yum! Brands
YUM
|
+$102K |
| 5 |
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% |
