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
251
$10K 0.01%
2,000
252
$10K 0.01%
500
253
$10K 0.01%
61
254
$10K 0.01%
667
255
$10K 0.01%
1,200
256
$10K 0.01%
225
257
$10K 0.01%
170
258
$10K 0.01%
3,000
259
$10K 0.01%
500
260
$9K 0.01%
50
261
$9K 0.01%
1,500
262
$9K 0.01%
100
263
$9K 0.01%
1,000
264
$9K 0.01%
5,000
265
$9K 0.01%
1,000
266
$9K 0.01%
+1,500
267
$8K 0.01%
118
268
$8K 0.01%
1,000
269
$8K 0.01%
7,000
270
$8K 0.01%
500
271
$8K 0.01%
2,000
272
$8K 0.01%
45
273
$8K 0.01%
1,200
274
$8K 0.01%
250
275
$8K 0.01%
200
9 10
11
12 13