FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $167M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
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
+$1.04M
2
+$953K
3
+$723K
4
IBM icon
IBM
IBM
+$526K
5
GE icon
GE Aerospace
GE
+$457K

Top Sells

1
+$2.01M
2
+$692K
3
+$300K
4
BA icon
Boeing
BA
+$167K
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
26
$1.91M 1.58%
56,274
-179
27
$1.9M 1.58%
11,635
-210
28
$1.81M 1.5%
61,035
+3,575
29
$1.78M 1.48%
70,760
+600
30
$1.76M 1.46%
46,303
-300
31
$1.68M 1.39%
5,417
-85
32
$1.52M 1.26%
28,695
+495
33
$1.45M 1.2%
13,844
-416
34
$1.43M 1.18%
15,782
-90
35
$1.23M 1.02%
11,066
-268
36
$1.16M 0.96%
25,262
+5,241
37
$1.13M 0.94%
11,842
-148
38
$1.08M 0.9%
8,311
-170
39
$1.05M 0.87%
20,924
+7,615
40
$959K 0.79%
13,164
+100
41
$953K 0.79%
+15,264
42
$916K 0.76%
14,582
+970
43
$842K 0.7%
8,809
-23
44
$793K 0.66%
8,717
+480
45
$779K 0.65%
12,748
-105
46
$740K 0.61%
6,290
+975
47
$645K 0.53%
5,367
48
$643K 0.53%
30,000
49
$637K 0.53%
13,167
-100
50
$571K 0.47%
6,875
-100
1
2
3 4 5