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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$407K
3
+$44.6K
4
TGT icon
Target
TGT
+$30.4K
5
IAU icon
iShares Gold Trust
IAU
+$24.3K

Top Sells

1
+$595K
2
+$545K
3
+$397K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$322K
5
AAPL icon
Apple
AAPL
+$257K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
221
227
$18K 0.01%
406
+2
228
$17K 0.01%
80
229
$17K 0.01%
1,162
230
$17K 0.01%
484
231
$17K 0.01%
600
232
$17K 0.01%
50
233
$17K 0.01%
85
234
$16K 0.01%
600
235
$16K 0.01%
70
236
$16K 0.01%
1,000
237
$16K 0.01%
+300
238
$15K 0.01%
173
239
$15K 0.01%
400
-200
240
$15K 0.01%
1,600
241
$15K 0.01%
150
242
$15K 0.01%
350
243
$14K 0.01%
118
244
$14K 0.01%
+300
245
$14K 0.01%
+67
246
$14K 0.01%
+1,000
247
$13K 0.01%
3,000
248
$13K 0.01%
2,000
+1,000
249
$13K 0.01%
208
-194
250
$13K 0.01%
45
8 9
10
11 12