FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.26M
3
+$1.02M
4
RTX icon
RTX Corp
RTX
+$44.4K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43K

Top Sells

1
+$1.34M
2
+$296K
3
+$151K
4
YUM icon
Yum! Brands
YUM
+$102K
5
V icon
Visa
V
+$78K

Sector Composition

1 Technology 22.49%
2 Industrials 12.84%
3 Energy 11.86%
4 Healthcare 11.39%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 1.06%
14,269
27
$1.05M 0.98%
15,273
+572
28
$1.03M 0.96%
9,822
+3
29
$864K 0.81%
7,047
-2,417
30
$785K 0.74%
18,009
31
$691K 0.65%
12,867
32
$686K 0.64%
8,461
+548
33
$624K 0.59%
27,525
34
$612K 0.57%
5,475
35
$588K 0.55%
21,310
36
$502K 0.47%
21,212
-680
37
$499K 0.47%
17,043
38
$475K 0.45%
1,832
-70
39
$446K 0.42%
2,050
40
$441K 0.41%
7,050
41
$391K 0.37%
13,420
42
$391K 0.37%
4,110
43
$383K 0.36%
2,645
44
$371K 0.35%
3,500
45
$367K 0.34%
5,550
+50
46
$319K 0.3%
5,860
47
$301K 0.28%
9,860
48
$293K 0.27%
12,400
49
$270K 0.25%
2,411
+40
50
$218K 0.2%
2,739
1
2
3 4 5