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
126
$59K 0.05%
1,050
127
$58K 0.05%
800
128
$57K 0.05%
276
129
$56K 0.05%
734
+54
130
$56K 0.05%
610
131
$55K 0.05%
800
132
$55K 0.05%
2,145
+65
133
$54K 0.04%
3,850
134
$51K 0.04%
6,000
135
$51K 0.04%
2,333
136
$50K 0.04%
1,672
137
$50K 0.04%
980
138
$50K 0.04%
5,715
+250
139
$49K 0.04%
300
+200
140
$49K 0.04%
200
141
$48K 0.04%
900
142
$48K 0.04%
924
143
$48K 0.04%
729
+2
144
$47K 0.04%
2,700
145
$47K 0.04%
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146
$46K 0.04%
2,000
147
$46K 0.04%
2,180
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148
$44K 0.04%
2,500
149
$44K 0.04%
852
150
$43K 0.04%
300
4 5
6
7 8