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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
401
– –
-64
402
$0 ﹤0.01%
3
403
$0 ﹤0.01%
9
404
– –
-64
405
– –
-115
406
– –
-330
407
– –
-1,033
408
– –
-1,000
409
$0 ﹤0.01%
2
410
– –
-487
411
$0 ﹤0.01%
5
412
– –
-1,512
413
– –
-910
414
– –
-1,034
415
– –
-2,868
416
$0 ﹤0.01%
4
-236
417
– –
-1,749
418
– –
-114
419
– –
-309
420
$0 ﹤0.01%
8
421
– –
-379
422
– –
-319
423
– –
-110
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