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
51
$211K 0.2%
2,220
52
$210K 0.2%
2,946
53
$204K 0.19%
825
54
$203K 0.19%
1,950
-300
55
$197K 0.18%
1,940
56
$192K 0.18%
6,551
57
$185K 0.17%
3,520
58
$178K 0.17%
1,580
59
$177K 0.17%
4,150
60
$157K 0.15%
1,810
-37
61
$157K 0.15%
2,787
62
$156K 0.15%
1,000
-500
63
$149K 0.14%
1,740
+5
64
$146K 0.14%
1,685
-70
65
$145K 0.14%
1,077
-9,916
66
$141K 0.13%
3,500
67
$134K 0.13%
771
68
$132K 0.12%
4,000
+200
69
$122K 0.11%
1,450
70
$118K 0.11%
2,000
71
$118K 0.11%
500
-300
72
$118K 0.11%
1,070
73
$117K 0.11%
2,000
74
$113K 0.11%
700
75
$113K 0.11%
39,250
1 2
3
4 5