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
$123M
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$754K
3
+$602K
4
APD icon
Air Products & Chemicals
APD
+$554K
5
RTX icon
RTX Corp
RTX
+$338K

Top Sells

1
+$329K
2
+$132K
3
+$106K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$85.2K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$73K

Sector Composition

1 Technology 14.73%
2 Industrials 13.9%
3 Healthcare 12.76%
4 Energy 10.81%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
152
277
$12K 0.01%
4,000
278
$12K 0.01%
900
279
$12K 0.01%
1,000
280
$12K 0.01%
50
281
$11K 0.01%
1,600
282
$11K 0.01%
150
283
$11K 0.01%
350
284
$11K 0.01%
300
+100
285
$11K 0.01%
625
286
$11K 0.01%
300
+100
287
$11K 0.01%
53
288
$11K 0.01%
171
+1
289
$11K 0.01%
2,000
290
$11K 0.01%
+5,000
291
$11K 0.01%
66
292
$11K 0.01%
133
293
$11K 0.01%
+500
294
$10K 0.01%
19
295
$10K 0.01%
225
296
$10K 0.01%
1,000
297
$10K 0.01%
300
298
$10K 0.01%
29
-55
299
$10K 0.01%
2,500
300
$10K 0.01%
368
-3,134
10 11
12
13 14