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
376
$1K ﹤0.01%
79
377
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40
-1,317
378
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36
-600
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+11
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20
381
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382
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383
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$0 ﹤0.01%
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385
– –
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386
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