FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
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
+$1.85M
2
+$855K
3
+$608K
4
APD icon
Air Products & Chemicals
APD
+$589K
5
RTX icon
RTX Corp
RTX
+$374K

Top Sells

1
+$349K
2
+$150K
3
+$133K
4
WMT icon
Walmart Inc
WMT
+$107K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$87.1K

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%
3,000
177
$27K 0.02%
+1,000
178
$27K 0.02%
701
-262
179
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721
180
$27K 0.02%
250
181
$27K 0.02%
2,000
182
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2,000
183
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2,200
184
$26K 0.02%
700
185
$26K 0.02%
260
186
$26K 0.02%
8,000
+3,000
187
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1,500
188
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189
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190
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191
$25K 0.02%
766
192
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193
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194
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195
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500
197
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198
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200
$23K 0.02%
530
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8
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