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
151
$43K 0.04%
400
152
$43K 0.04%
3,500
153
$39K 0.03%
1,020
154
$39K 0.03%
472
-69
155
$38K 0.03%
2,164
156
$36K 0.03%
250
157
$34K 0.03%
4,700
158
$34K 0.03%
150
+50
159
$33K 0.03%
4,000
+1,000
160
$33K 0.03%
5,034
161
$33K 0.03%
612
+62
162
$32K 0.03%
400
163
$32K 0.03%
3,000
+2,070
164
$31K 0.03%
527
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165
$30K 0.02%
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166
$30K 0.02%
1,005
167
$30K 0.02%
300
-300
168
$30K 0.02%
625
169
$30K 0.02%
464
170
$29K 0.02%
800
171
$29K 0.02%
511
172
$29K 0.02%
1,500
173
$28K 0.02%
306
174
$28K 0.02%
1,900
175
$28K 0.02%
1,000
5 6
7
8 9