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
$121M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$983K
3
+$693K
4
IBM icon
IBM
IBM
+$528K
5
GE icon
GE Aerospace
GE
+$477K

Top Sells

1
+$2.01M
2
+$706K
3
+$289K
4
BA icon
Boeing
BA
+$153K
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
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-400
355
– –
-1,000
356
– –
-40,000
357
– –
-1,200
358
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-1,500
359
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-15
360
– –
-674
361
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362
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363
$0 ﹤0.01%
2
364
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-240
365
$0 ﹤0.01%
220
366
– –
-3,000
367
– –
-2,500
368
$0 ﹤0.01%
3
369
$0 ﹤0.01%
100
370
– –
-150
371
– –
-30,845
372
– –
-820
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15