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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%
20
377
$1K ﹤0.01%
79
378
$1K ﹤0.01%
40
-1,317
379
$1K ﹤0.01%
36
-600
380
$1K ﹤0.01%
+11
381
$1K ﹤0.01%
108
382
$1K ﹤0.01%
+7
383
$1K ﹤0.01%
39
-183
384
– –
-99
385
$0 ﹤0.01%
50
386
$0 ﹤0.01%
+10
387
– –
-1,200
388
$0 ﹤0.01%
5
389
$0 ﹤0.01%
6
390
– –
-2,000
391
– –
-26
392
$0 ﹤0.01%
4
393
$0 ﹤0.01%
5
394
$0 ﹤0.01%
14
-9,762
395
– –
-17
396
– –
-3,500
397
$0 ﹤0.01%
1
398
– –
-34
399
– –
-56
400
– –
-16
13 14 15
16
17