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
$140M
AUM Growth
-$913K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$708K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$507K
5
TSM icon
TSMC
TSM
+$444K

Top Sells

1
+$4.08M
2
+$3.07M
3
+$529K
4
BA icon
Boeing
BA
+$453K
5
XEL icon
Xcel Energy
XEL
+$370K

Sector Composition

1 Technology 18.35%
2 Industrials 11.1%
3 Healthcare 10.04%
4 Consumer Discretionary 8.22%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
1,000
+500
252
$9K 0.01%
1,000
253
$9K 0.01%
500
-500
254
$9K 0.01%
1,000
-800
255
$9K 0.01%
188
+2
256
$9K 0.01%
126
257
$8K 0.01%
323
258
$8K 0.01%
1,000
259
$8K 0.01%
520
260
$8K 0.01%
+2,000
261
$8K 0.01%
114
262
$7K 0.01%
30
263
$7K 0.01%
232
264
$7K 0.01%
150
265
$7K 0.01%
1,500
266
$6K ﹤0.01%
40
267
$6K ﹤0.01%
46
268
$5K ﹤0.01%
250
269
$5K ﹤0.01%
112
270
$5K ﹤0.01%
2,500
271
$4K ﹤0.01%
148
272
$3K ﹤0.01%
250
273
$3K ﹤0.01%
294
-294
274
$2K ﹤0.01%
24
+1
275
$2K ﹤0.01%
20
+1
9 10
11
12 13