FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
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
201
$17K 0.02%
1,000
202
$17K 0.02%
800
203
$17K 0.02%
2,500
+1,000
204
$17K 0.02%
88
205
$17K 0.02%
147
206
$16K 0.02%
2,000
207
$16K 0.02%
348
208
$16K 0.02%
1,000
209
$16K 0.02%
1,000
210
$16K 0.02%
1
211
$15K 0.01%
+890
212
$15K 0.01%
300
213
$15K 0.01%
339
214
$15K 0.01%
1,000
215
$15K 0.01%
3,600
216
$15K 0.01%
600
217
$15K 0.01%
1,000
218
$14K 0.01%
173
219
$14K 0.01%
1,000
220
$14K 0.01%
1,000
221
$14K 0.01%
700
222
$14K 0.01%
150
223
$14K 0.01%
+415
224
$14K 0.01%
10,000
225
$14K 0.01%
1,000
7 8
9
10 11