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
201
$21K 0.02%
2,000
202
$21K 0.02%
165
203
$21K 0.02%
600
+5
204
$21K 0.02%
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-3,000
205
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494
206
$20K 0.02%
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207
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+1,000
208
$20K 0.02%
3,000
+1,000
209
$20K 0.02%
300
210
$19K 0.02%
200
211
$19K 0.02%
155
212
$19K 0.02%
400
213
$19K 0.02%
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214
$19K 0.02%
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215
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216
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217
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300
218
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219
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221
$17K 0.01%
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222
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100
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223
$17K 0.01%
400
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224
$17K 0.01%
600
225
$17K 0.01%
600
7 8
9
10 11