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
51
$551K 0.46%
2,575
-1,400
52
$547K 0.45%
7,492
+160
53
$527K 0.44%
20,810
54
$525K 0.44%
8,285
-37
55
$432K 0.36%
4,720
56
$400K 0.33%
4,995
+1,280
57
$396K 0.33%
12,900
+285
58
$394K 0.33%
3,045
59
$380K 0.31%
+5,860
60
$370K 0.31%
1,471
61
$364K 0.3%
1,627
-35
62
$334K 0.28%
5,200
+5,100
63
$334K 0.28%
4,376
64
$328K 0.27%
5,410
+1,775
65
$325K 0.27%
12,470
-360
66
$314K 0.26%
3,500
67
$300K 0.25%
2,125
68
$282K 0.23%
3,181
+36
69
$282K 0.23%
1,609
70
$262K 0.22%
12,400
71
$260K 0.22%
4,250
72
$240K 0.2%
5,746
-310
73
$230K 0.19%
1,550
74
$219K 0.18%
5,393
+1,550
75
$215K 0.18%
2,220
1 2
3
4 5