FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$1.93M
2
+$1.17M
3
+$1.04M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$42.2K
5
RTX icon
RTX Corp
RTX
+$41.6K

Top Sells

1
+$1.26M
2
+$275K
3
+$151K
4
YUM icon
Yum! Brands
YUM
+$96.6K
5
V icon
Visa
V
+$72.1K

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%
340
258
$10K 0.01%
3,000
259
$10K 0.01%
500
260
$9K 0.01%
100
261
$9K 0.01%
50
262
$9K 0.01%
1,500
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