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
$123M
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$855K
3
+$608K
4
APD icon
Air Products & Chemicals
APD
+$589K
5
RTX icon
RTX Corp
RTX
+$374K

Top Sells

1
+$349K
2
+$150K
3
+$133K
4
WMT icon
Walmart Inc
WMT
+$107K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$87.1K

Sector Composition

1 Technology 14.73%
2 Industrials 13.9%
3 Healthcare 12.76%
4 Energy 10.81%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
257
352
$4K ﹤0.01%
35
353
$3K ﹤0.01%
+37
354
$3K ﹤0.01%
218
355
$3K ﹤0.01%
24
356
$3K ﹤0.01%
+53
357
$3K ﹤0.01%
666
-1
358
$3K ﹤0.01%
10
359
$3K ﹤0.01%
125
-50
360
$3K ﹤0.01%
70
361
$3K ﹤0.01%
100
362
$3K ﹤0.01%
100
363
$2K ﹤0.01%
45
-54
364
$2K ﹤0.01%
45
365
$2K ﹤0.01%
258
366
$2K ﹤0.01%
120
367
$2K ﹤0.01%
76
368
$2K ﹤0.01%
27
369
$2K ﹤0.01%
+60
370
$2K ﹤0.01%
1,000
371
$2K ﹤0.01%
3,000
372
$1K ﹤0.01%
33
373
$1K ﹤0.01%
35
+1
374
$1K ﹤0.01%
6
375
$1K ﹤0.01%
20
13 14
15
16 17