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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.57M
3
+$8.4M
4
MSFT icon
Microsoft
MSFT
+$7.06M
5
ADBE icon
Adobe
ADBE
+$6.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.31%
2 Healthcare 10.44%
3 Industrials 10.35%
4 Consumer Staples 9.01%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
+300
227
$15K 0.01%
+250
228
$15K 0.01%
+7,000
229
$14K 0.01%
+173
230
$14K 0.01%
+88
231
$13K 0.01%
+1,000
232
$12K 0.01%
+2,500
233
$12K 0.01%
+1,200
234
$12K 0.01%
+4,000
235
$12K 0.01%
+1,000
236
$12K 0.01%
+2,000
237
$11K 0.01%
+2,000
238
$11K 0.01%
+1,000
239
$11K 0.01%
+118
240
$11K 0.01%
+1,000
241
$11K 0.01%
+45
242
$11K 0.01%
+1,000
243
$11K 0.01%
+225
244
$11K 0.01%
+333
245
$11K 0.01%
+164
246
$11K 0.01%
+340
247
$11K 0.01%
+800
248
$10K 0.01%
+2,000
249
$10K 0.01%
+110
250
$10K 0.01%
+600
8 9
10
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