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
$93.7M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$125K
2
+$103K
3
+$75.8K
4
ENB icon
Enbridge
ENB
+$71.5K
5
BAC icon
Bank of America
BAC
+$67.8K

Top Sells

1
+$3.18M
2
+$2.6M
3
+$2.02M
4
IBM icon
IBM
IBM
+$1.15M
5
SLB icon
SLB Ltd
SLB
+$724K

Sector Composition

1 Technology 21.64%
2 Healthcare 13.46%
3 Energy 11.76%
4 Industrials 10.63%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
350
227
$12K 0.01%
1,000
228
$11K 0.01%
+1,000
229
$11K 0.01%
3,000
230
$11K 0.01%
300
231
$11K 0.01%
200
232
$11K 0.01%
1,200
233
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75
234
$11K 0.01%
400
-800
235
$11K 0.01%
170
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236
$10K 0.01%
80
237
$10K 0.01%
90
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238
$10K 0.01%
275
239
$10K 0.01%
225
240
$10K 0.01%
1,000
241
$10K 0.01%
3,000
242
$10K 0.01%
2,000
243
$9K 0.01%
1,850
244
$9K 0.01%
+2,000
245
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246
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247
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340
248
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3,600
249
$9K 0.01%
5,000
250
$8K 0.01%
100
8 9
10
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