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
101
$121K 0.1%
1,640
102
$118K 0.1%
1,070
103
$115K 0.1%
3,000
104
$111K 0.09%
1,005
-120
105
$108K 0.09%
1,750
106
$108K 0.09%
3,600
107
$105K 0.09%
2,147
-440
108
$101K 0.08%
1,420
109
$100K 0.08%
2,250
110
$99K 0.08%
708
111
$96K 0.08%
3,275
-325
112
$95K 0.08%
1,800
-560
113
$93K 0.08%
660
+114
114
$89K 0.07%
1,357
115
$88K 0.07%
728
+29
116
$74K 0.06%
500
117
$73K 0.06%
1,600
118
$72K 0.06%
1,100
119
$66K 0.05%
481
120
$65K 0.05%
1,340
+3
121
$64K 0.05%
555
122
$63K 0.05%
1,315
123
$60K 0.05%
713
124
$60K 0.05%
2,310
-2,000
125
$59K 0.05%
250
+50
3 4
5
6 7