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
151
$30K 0.03%
500
+100
152
$30K 0.03%
600
153
$30K 0.03%
5,034
154
$29K 0.03%
756
155
$29K 0.03%
600
156
$29K 0.03%
350
+50
157
$28K 0.03%
1,000
158
$28K 0.03%
400
159
$28K 0.03%
620
160
$28K 0.03%
+2,000
161
$26K 0.02%
1,000
162
$26K 0.02%
511
163
$25K 0.02%
1,228
+850
164
$25K 0.02%
625
165
$25K 0.02%
1,000
166
$25K 0.02%
3,333
167
$24K 0.02%
945
168
$23K 0.02%
135
169
$23K 0.02%
250
170
$22K 0.02%
6,000
171
$22K 0.02%
10,000
172
$22K 0.02%
600
173
$22K 0.02%
400
174
$22K 0.02%
1,500
175
$21K 0.02%
1,300
5 6
7
8 9