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
176
$28K 0.02%
645
177
$28K 0.02%
530
178
$27K 0.02%
4,000
-1,000
179
$27K 0.02%
3,000
180
$27K 0.02%
200
181
$27K 0.02%
300
182
$26K 0.02%
373
183
$26K 0.02%
3,300
184
$26K 0.02%
125
185
$26K 0.02%
507
+1
186
$26K 0.02%
400
187
$25K 0.02%
570
188
$25K 0.02%
620
189
$24K 0.02%
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250
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$24K 0.02%
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193
$23K 0.02%
6,000
194
$23K 0.02%
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195
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840
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198
$22K 0.02%
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199
$22K 0.02%
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$21K 0.02%
1,000
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8
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