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
351
$1K ﹤0.01%
48
-72
352
$1K ﹤0.01%
185
353
$1K ﹤0.01%
102
354
– –
-1,500
355
– –
-15
356
– –
-40,000
357
$0 ﹤0.01%
2
358
– –
-240
359
– –
-2,500
360
$0 ﹤0.01%
3
361
$0 ﹤0.01%
100
362
– –
-150
363
– –
-30,845
364
– –
-1,200
365
– –
-820
366
$0 ﹤0.01%
220
367
– –
-3,000
368
– –
-674
369
– –
-60
370
– –
-200
371
– –
-400
372
– –
-1,000
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15