FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
4,000
227
$17K 0.01%
2,500
228
$17K 0.01%
600
229
$17K 0.01%
2,000
230
$17K 0.01%
1,050
231
$16K 0.01%
290
232
$16K 0.01%
1,000
233
$16K 0.01%
130
234
$16K 0.01%
800
235
$16K 0.01%
1,400
236
$15K 0.01%
300
237
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4,000
238
$15K 0.01%
+1,000
239
$15K 0.01%
339
240
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241
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242
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1,000
243
$15K 0.01%
196
244
$15K 0.01%
100
245
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246
$14K 0.01%
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247
$14K 0.01%
+200
248
$14K 0.01%
280
249
$14K 0.01%
2,000
250
$14K 0.01%
1,200
8 9
10
11 12