FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$1.93M
2
+$1.17M
3
+$1.04M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$42.2K
5
RTX icon
RTX Corp
RTX
+$41.6K

Top Sells

1
+$1.26M
2
+$275K
3
+$151K
4
YUM icon
Yum! Brands
YUM
+$96.6K
5
V icon
Visa
V
+$72.1K

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
126
$40K 0.04%
276
127
$40K 0.04%
2,800
128
$40K 0.04%
780
129
$40K 0.04%
1,175
+40
130
$39K 0.04%
3,029
+29
131
$39K 0.04%
600
+200
132
$39K 0.04%
468
-197
133
$38K 0.04%
4,300
134
$38K 0.04%
900
135
$37K 0.03%
400
136
$36K 0.03%
850
137
$36K 0.03%
700
138
$36K 0.03%
4,500
+1,000
139
$36K 0.03%
2,500
140
$35K 0.03%
700
141
$35K 0.03%
2,500
142
$35K 0.03%
2,800
143
$33K 0.03%
20,000
144
$33K 0.03%
300
145
$33K 0.03%
900
-156
146
$31K 0.03%
700
147
$31K 0.03%
300
148
$31K 0.03%
1,300
149
$31K 0.03%
2,000
150
$31K 0.03%
1,500
4 5
6
7 8