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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
$96.4M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.1M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$356K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$220K

Top Sells

1
+$2.82M
2
+$2.4M
3
+$1.8M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
ADBE icon
Adobe
ADBE
+$860K

Sector Composition

1 Technology 25.32%
2 Healthcare 12.73%
3 Industrials 8.76%
4 Energy 8.58%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
22,000
227
$9K 0.01%
4,000
228
$9K 0.01%
+302
229
$9K 0.01%
500
230
$9K 0.01%
4,000
+1,000
231
$9K 0.01%
1,900
+700
232
$9K 0.01%
85
233
$9K 0.01%
+1,000
234
$9K 0.01%
1,400
235
$9K 0.01%
340
236
$8K 0.01%
6,000
237
$8K 0.01%
1,000
238
$8K 0.01%
2,000
239
$8K 0.01%
444
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240
$8K 0.01%
600
241
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242
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2,000
243
$7K 0.01%
20,000
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244
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245
$7K 0.01%
55
246
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247
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1,000
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248
$7K 0.01%
225
249
$7K 0.01%
50
-25
250
$7K 0.01%
+3,000
8 9
10
11 12