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
1
$5.14M 4.26%
20,230
-655
2
$4.83M 4%
125,240
-936
3
$4.15M 3.44%
46,684
+330
4
$4.12M 3.41%
50,221
+4,768
5
$3.39M 2.81%
28,834
+875
6
$3.32M 2.75%
21,167
-540
7
$3.19M 2.65%
42,868
-1,400
8
$2.97M 2.46%
53,930
+5,760
9
$2.93M 2.43%
21,154
+3,792
10
$2.89M 2.4%
37,565
+1,658
11
$2.73M 2.26%
24,582
-60
12
$2.7M 2.24%
42,359
-28
13
$2.65M 2.19%
22,831
+3,947
14
$2.55M 2.11%
17,535
+315
15
$2.53M 2.1%
31,129
+1,921
16
$2.45M 2.03%
24,857
+4,586
17
$2.37M 1.96%
52,662
-433
18
$2.31M 1.92%
12,405
+670
19
$2.28M 1.89%
43,984
-13,341
20
$2.24M 1.86%
32,114
+14,871
21
$2.12M 1.76%
42,874
-2,910
22
$2.11M 1.75%
80,859
+1,020
23
$2.07M 1.72%
61,574
+325
24
$2.03M 1.68%
105,822
-3,511
25
$1.95M 1.62%
24,380
+9,050
1
2 3 4 5