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
$140M
AUM Growth
-$913K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$708K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$507K
5
TSM icon
TSMC
TSM
+$444K

Top Sells

1
+$4.08M
2
+$3.07M
3
+$529K
4
BA icon
Boeing
BA
+$453K
5
XEL icon
Xcel Energy
XEL
+$370K

Sector Composition

1 Technology 18.35%
2 Industrials 11.1%
3 Healthcare 10.04%
4 Consumer Discretionary 8.22%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-435
302
– –
-1,200
303
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-2
304
– –
-1,200
305
– –
-333
306
– –
-100
307
– –
-21,891
308
– –
-5,000
9 10 11 12
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