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
101
$60K 0.06%
211
-55
102
$57K 0.05%
1,200
103
$57K 0.05%
590
104
$56K 0.05%
900
105
$56K 0.05%
454
106
$55K 0.05%
704
-50
107
$55K 0.05%
1,000
+4
108
$55K 0.05%
2,500
109
$53K 0.05%
2,600
110
$53K 0.05%
275
111
$50K 0.05%
4,000
112
$49K 0.05%
1,020
113
$49K 0.05%
5,600
114
$48K 0.05%
600
115
$48K 0.05%
963
-400
116
$47K 0.04%
1,185
+53
117
$47K 0.04%
12,300
118
$44K 0.04%
350
119
$44K 0.04%
1,800
120
$43K 0.04%
+281
121
$43K 0.04%
390
122
$43K 0.04%
1,800
123
$41K 0.04%
450
-46
124
$40K 0.04%
250
125
$40K 0.04%
1,078
3 4
5
6 7