FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.04%
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
+$985K
2
+$983K
3
+$693K
4
IBM icon
IBM
IBM
+$528K
5
GE icon
GE Aerospace
GE
+$477K

Top Sells

1
+$2.01M
2
+$706K
3
+$289K
4
BA icon
Boeing
BA
+$153K
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%
800
302
$7K 0.01%
500
-1,000
303
$7K 0.01%
10,000
+6,000
304
$7K 0.01%
4
305
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3,000
306
$6K 0.01%
+2,000
307
$6K 0.01%
282
308
$6K 0.01%
1,500
-1,500
309
$6K 0.01%
100
310
$6K 0.01%
45
311
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100
312
$6K 0.01%
31
313
$6K 0.01%
506
-506
314
$5K ﹤0.01%
35
315
$5K ﹤0.01%
100
316
$5K ﹤0.01%
120
317
$5K ﹤0.01%
20
318
$5K ﹤0.01%
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319
$5K ﹤0.01%
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320
$5K ﹤0.01%
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321
$5K ﹤0.01%
150
322
$5K ﹤0.01%
200
323
$5K ﹤0.01%
170
324
$5K ﹤0.01%
2,000
325
$5K ﹤0.01%
132
11 12
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