FCMT
Founders Capital Management (Texas) Portfolio holdings
AUM $167M
1-Year Return
15.3%
This Quarter Return
+4.77%
1 Year Return
+15.3%
3 Year Return
+62.05%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$7.81M
(+6.9%)
Cap. Flow
+$3.05M
Cap. Flow
% of AUM
2.53%
Top 10 Holdings %
Top 10 Hldgs %
30.61%
Holding
372
New
10
Increased
65
Reduced
57
Closed
15
Top Buys
| 1 |
Schlumberger
SLB
|
+$1.04M |
| 2 |
British American Tobacco
BTI
|
+$953K |
| 3 |
Lowe's Companies
LOW
|
+$723K |
| 4 |
IBM
IBM
|
+$526K |
| 5 |
GE Aerospace
GE
|
+$457K |
Top Sells
| 1 |
RAI
Reynolds American Inc
RAI
|
+$2.01M |
| 2 |
Qualcomm
QCOM
|
+$692K |
| 3 |
Public Storage
PSA
|
+$300K |
| 4 |
Boeing
BA
|
+$167K |
| 5 |
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% |
