FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
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
+$1.04M
2
+$953K
3
+$723K
4
IBM icon
IBM
IBM
+$526K
5
GE icon
GE Aerospace
GE
+$457K

Top Sells

1
+$2.01M
2
+$692K
3
+$300K
4
BA icon
Boeing
BA
+$167K
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
326
$5K ﹤0.01%
1,500
327
$5K ﹤0.01%
6
328
$5K ﹤0.01%
77
329
$4K ﹤0.01%
40
330
$4K ﹤0.01%
25
331
$4K ﹤0.01%
60
332
$4K ﹤0.01%
35
333
$4K ﹤0.01%
+107
334
$4K ﹤0.01%
1,000
335
$4K ﹤0.01%
120
336
$4K ﹤0.01%
80
337
$4K ﹤0.01%
121
-166
338
$4K ﹤0.01%
267
339
$3K ﹤0.01%
175
340
$3K ﹤0.01%
+24
341
$3K ﹤0.01%
30
342
$3K ﹤0.01%
200
343
$3K ﹤0.01%
53
344
$3K ﹤0.01%
32
+12
345
$2K ﹤0.01%
94
346
$2K ﹤0.01%
112
347
$2K ﹤0.01%
63
+1
348
$2K ﹤0.01%
100
349
$2K ﹤0.01%
50
350
$1K ﹤0.01%
300
11 12 13
14
15