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
76
$194K 0.16%
2,300
77
$190K 0.16%
5,500
-300
78
$189K 0.16%
4,120
-280
79
$179K 0.15%
1,700
-100
80
$177K 0.15%
1,940
+200
81
$177K 0.15%
4,050
-150
82
$175K 0.15%
1,595
+25
83
$175K 0.15%
5,503
+640
84
$172K 0.14%
680
85
$170K 0.14%
1,580
86
$166K 0.14%
2,140
+400
87
$163K 0.14%
35,480
+5,210
88
$162K 0.13%
825
89
$160K 0.13%
1,440
-90
90
$150K 0.12%
1,847
-125
91
$150K 0.12%
1,941
92
$141K 0.12%
8,610
93
$139K 0.12%
2,513
94
$138K 0.11%
2,806
-80
95
$137K 0.11%
4,000
96
$136K 0.11%
2,800
97
$136K 0.11%
2,030
98
$134K 0.11%
2,800
99
$132K 0.11%
2,787
100
$131K 0.11%
700
2 3
4
5 6