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
$123M
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$754K
3
+$602K
4
APD icon
Air Products & Chemicals
APD
+$554K
5
RTX icon
RTX Corp
RTX
+$338K

Top Sells

1
+$329K
2
+$132K
3
+$106K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$85.2K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$73K

Sector Composition

1 Technology 14.73%
2 Industrials 13.9%
3 Healthcare 12.76%
4 Energy 10.81%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K 0.02%
2,200
177
$27K 0.02%
3,000
178
$27K 0.02%
+1,000
179
$27K 0.02%
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180
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181
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250
182
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183
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2,000
184
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2,000
185
$26K 0.02%
700
186
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260
187
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679
188
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867
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190
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191
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500
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193
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194
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500
197
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198
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199
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$23K 0.02%
530
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