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
$140M
AUM Growth
-$913K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$708K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$507K
5
TSM icon
TSMC
TSM
+$444K

Top Sells

1
+$4.08M
2
+$3.07M
3
+$529K
4
BA icon
Boeing
BA
+$453K
5
XEL icon
Xcel Energy
XEL
+$370K

Sector Composition

1 Technology 18.35%
2 Industrials 11.1%
3 Healthcare 10.04%
4 Consumer Discretionary 8.22%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.02%
1,300
-3,000
177
$24K 0.02%
260
-3,040
178
$24K 0.02%
800
-1,200
179
$23K 0.02%
201
180
$23K 0.02%
270
181
$23K 0.02%
3,000
182
$23K 0.02%
6,000
+2,000
183
$22K 0.02%
+600
184
$22K 0.02%
1,000
-500
185
$22K 0.02%
439
186
$22K 0.02%
625
187
$22K 0.02%
1,384
+8
188
$21K 0.01%
1,110
189
$21K 0.01%
+10
190
$21K 0.01%
350
191
$21K 0.01%
275
+1
192
$21K 0.01%
400
193
$21K 0.01%
202
+1
194
$21K 0.01%
244
195
$20K 0.01%
2,000
196
$20K 0.01%
300
197
$20K 0.01%
4,000
198
$19K 0.01%
80
199
$19K 0.01%
365
200
$19K 0.01%
1,000
-1,000
6 7
8
9 10