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
176
$21K 0.02%
276
+1
177
$20K 0.02%
100
178
$20K 0.02%
225
179
$20K 0.02%
3,000
180
$20K 0.02%
675
181
$19K 0.02%
201
182
$19K 0.02%
1,110
183
$19K 0.02%
700
184
$19K 0.02%
1,000
185
$19K 0.02%
1,200
186
$19K 0.02%
1,500
-1,000
187
$19K 0.02%
380
188
$19K 0.02%
+3,000
189
$19K 0.02%
340
190
$19K 0.02%
100
191
$19K 0.02%
+1,000
192
$19K 0.02%
5,000
193
$19K 0.02%
3,000
194
$18K 0.02%
4,000
195
$18K 0.02%
2,000
196
$18K 0.02%
6,000
+2,000
197
$18K 0.02%
738
198
$17K 0.02%
88
199
$17K 0.02%
1,000
200
$17K 0.02%
800
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8
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