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
$121M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$953K
3
+$723K
4
IBM icon
IBM
IBM
+$526K
5
GE icon
GE Aerospace
GE
+$457K

Top Sells

1
+$2.01M
2
+$692K
3
+$300K
4
BA icon
Boeing
BA
+$167K
5
NVDA icon
NVIDIA
NVDA
+$145K

Sector Composition

1 Healthcare 15.98%
2 Technology 15.67%
3 Energy 13.59%
4 Consumer Staples 11.73%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K 0.01%
370
302
$7K 0.01%
800
303
$7K 0.01%
10,000
+6,000
304
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4
305
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506
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306
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3,000
307
$6K 0.01%
100
308
$6K 0.01%
1,500
-1,500
309
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45
310
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100
311
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31
312
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+2,000
313
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282
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$5K ﹤0.01%
150
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6
318
$5K ﹤0.01%
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319
$5K ﹤0.01%
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322
$5K ﹤0.01%
20
323
$5K ﹤0.01%
218
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$5K ﹤0.01%
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325
$5K ﹤0.01%
200
11 12
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