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
276
$8K 0.01%
500
277
$8K 0.01%
500
278
$8K 0.01%
4
279
$7K 0.01%
2,000
280
$7K 0.01%
500
281
$7K 0.01%
+4,970
282
$7K 0.01%
100
283
$7K 0.01%
250
284
$7K 0.01%
300
285
$7K 0.01%
3,000
+2,571
286
$7K 0.01%
600
287
$7K 0.01%
6,000
288
$6K 0.01%
150
289
$6K 0.01%
31
290
$6K 0.01%
+167
291
$6K 0.01%
800
292
$6K 0.01%
2,857
+1,428
293
$6K 0.01%
500
+200
294
$6K 0.01%
250
295
$6K 0.01%
218
296
$5K ﹤0.01%
2,500
+1,000
297
$5K ﹤0.01%
1,000
298
$5K ﹤0.01%
500
299
$5K ﹤0.01%
1,000
300
$5K ﹤0.01%
2,000
10 11
12
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