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
301
$5K ﹤0.01%
44
302
$5K ﹤0.01%
60
303
$5K ﹤0.01%
100
304
$5K ﹤0.01%
36
305
$5K ﹤0.01%
2,000
306
$5K ﹤0.01%
2,000
307
$5K ﹤0.01%
1,000
308
$4K ﹤0.01%
1,000
309
$4K ﹤0.01%
29
310
$4K ﹤0.01%
370
311
$4K ﹤0.01%
1,000
312
$3K ﹤0.01%
393
+137
313
$3K ﹤0.01%
30
314
$3K ﹤0.01%
112
315
$3K ﹤0.01%
20
316
$3K ﹤0.01%
1,000
317
$2K ﹤0.01%
50
318
$2K ﹤0.01%
85
319
$2K ﹤0.01%
6
320
$2K ﹤0.01%
132
321
$2K ﹤0.01%
+23
322
$2K ﹤0.01%
52
323
$2K ﹤0.01%
26
324
$2K ﹤0.01%
30
325
$1K ﹤0.01%
1,000
11 12
13
14 15