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
$140M
AUM Growth
-$913K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$708K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$507K
5
TSM icon
TSMC
TSM
+$444K

Top Sells

1
+$4.08M
2
+$3.07M
3
+$529K
4
BA icon
Boeing
BA
+$453K
5
XEL icon
Xcel Energy
XEL
+$370K

Sector Composition

1 Technology 18.35%
2 Industrials 11.1%
3 Healthcare 10.04%
4 Consumer Discretionary 8.22%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$196K 0.14%
7,300
-8,001
52
$186K 0.13%
8,446
53
$182K 0.13%
2,845
54
$174K 0.12%
1,302
+1
55
$174K 0.12%
4,000
56
$166K 0.12%
2,500
-5,574
57
$164K 0.12%
2,663
58
$160K 0.11%
1,585
-1,835
59
$157K 0.11%
445
60
$138K 0.1%
570
61
$132K 0.09%
1,500
-500
62
$128K 0.09%
2,500
63
$126K 0.09%
1,150
64
$125K 0.09%
1,450
65
$123K 0.09%
1,720
66
$118K 0.08%
7,795
-7,795
67
$118K 0.08%
1,070
68
$117K 0.08%
2,010
-500
69
$114K 0.08%
510
+192
70
$112K 0.08%
1,220
71
$106K 0.08%
750
-180
72
$106K 0.08%
3,500
73
$103K 0.07%
2,500
-1,300
74
$102K 0.07%
1,757
-1,031
75
$98K 0.07%
475
-350
1 2
3
4 5