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
76
$109K 0.1%
712
77
$106K 0.1%
4,000
-1,000
78
$105K 0.1%
4,000
79
$103K 0.1%
940
-8
80
$103K 0.1%
2,500
81
$91K 0.09%
1,500
82
$90K 0.08%
1,800
83
$87K 0.08%
360
+10
84
$85K 0.08%
1,730
85
$81K 0.08%
2,222
86
$81K 0.08%
1,350
+300
87
$76K 0.07%
1,793
+385
88
$76K 0.07%
500
89
$74K 0.07%
440
90
$72K 0.07%
2,400
91
$71K 0.07%
4,835
92
$70K 0.07%
570
93
$68K 0.06%
200
94
$67K 0.06%
5,000
95
$66K 0.06%
7,000
96
$66K 0.06%
660
+50
97
$64K 0.06%
1,754
98
$63K 0.06%
1,070
99
$62K 0.06%
620
-1,020
100
$61K 0.06%
1,200
2 3
4
5 6