FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.63M
3
+$3.58M
4
QCOM icon
Qualcomm
QCOM
+$3.26M
5
CVX icon
Chevron
CVX
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.02%
+2,950
227
$18K 0.02%
+450
228
$18K 0.02%
+300
229
$18K 0.02%
+3,000
230
$18K 0.02%
+155
231
$17K 0.02%
+6,000
232
$17K 0.02%
+2,000
233
$17K 0.02%
+1,000
234
$17K 0.02%
+600
235
$17K 0.02%
+620
236
$17K 0.02%
+10,000
237
$16K 0.01%
+200
238
$16K 0.01%
+543
239
$15K 0.01%
+1,000
240
$15K 0.01%
+700
241
$15K 0.01%
+600
242
$15K 0.01%
+1,000
243
$15K 0.01%
+1,000
244
$15K 0.01%
+6,000
245
$14K 0.01%
+2,000
246
$14K 0.01%
+2,000
247
$14K 0.01%
+1,000
248
$14K 0.01%
+150
249
$14K 0.01%
+200
250
$14K 0.01%
+280
8 9
10
11 12