FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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
+$1.98M
2
+$1.26M
3
+$1.02M
4
RTX icon
RTX Corp
RTX
+$44.4K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Top Sells

1
+$1.34M
2
+$296K
3
+$151K
4
YUM icon
Yum! Brands
YUM
+$102K
5
V icon
Visa
V
+$78K

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
301
$5K ﹤0.01%
2,000
302
$5K ﹤0.01%
36
303
$5K ﹤0.01%
100
304
$5K ﹤0.01%
60
305
$5K ﹤0.01%
44
306
$5K ﹤0.01%
2,000
307
$5K ﹤0.01%
1,000
308
$4K ﹤0.01%
1,000
309
$4K ﹤0.01%
370
310
$4K ﹤0.01%
29
311
$4K ﹤0.01%
1,000
312
$3K ﹤0.01%
1,000
313
$3K ﹤0.01%
20
314
$3K ﹤0.01%
112
315
$3K ﹤0.01%
30
316
$3K ﹤0.01%
393
+137
317
$2K ﹤0.01%
30
318
$2K ﹤0.01%
26
319
$2K ﹤0.01%
85
320
$2K ﹤0.01%
50
321
$2K ﹤0.01%
6
322
$2K ﹤0.01%
13
323
$2K ﹤0.01%
+23
324
$2K ﹤0.01%
132
325
$1K ﹤0.01%
300
11 12
13
14 15