FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $205M
1-Year Est. Return 41.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$484K
3
+$479K
4
IBB icon
iShares Biotechnology ETF
IBB
+$191K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$67.8K

Top Sells

1
+$925K
2
+$774K
3
+$278K
4
USCR
U S Concrete, Inc.
USCR
+$230K
5
T icon
AT&T
T
+$166K

Sector Composition

1 Technology 23.93%
2 Energy 12.26%
3 Healthcare 10.83%
4 Financials 10.6%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
173
227
$12K 0.01%
1,555
228
$12K 0.01%
80
229
$12K 0.01%
1,000
230
$12K 0.01%
100
231
$12K 0.01%
3,000
232
$11K 0.01%
+75
233
$11K 0.01%
7,000
+2,000
234
$11K 0.01%
300
235
$11K 0.01%
165
236
$11K 0.01%
225
237
$11K 0.01%
1,000
238
$11K 0.01%
2,000
+1,000
239
$10K 0.01%
100
240
$10K 0.01%
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241
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500
242
$10K 0.01%
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243
$10K 0.01%
667
244
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245
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500
246
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247
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248
$9K 0.01%
340
249
$9K 0.01%
300
250
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1,000
-1,000
8 9
10
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