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
$133M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$35.2K
3
+$20.9K
4
AQN icon
Algonquin Power & Utilities
AQN
+$17.8K
5
HD icon
Home Depot
HD
+$17.4K

Top Sells

1
+$1.39M
2
+$743K
3
+$722K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$635K
5
BA icon
Boeing
BA
+$318K

Sector Composition

1 Industrials 16.16%
2 Technology 14.05%
3 Healthcare 13.97%
4 Energy 12.65%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.02%
1,110
227
$20K 0.02%
200
228
$19K 0.01%
80
229
$19K 0.01%
1,392
+4
230
$19K 0.01%
2,300
231
$19K 0.01%
316
232
$18K 0.01%
1,400
233
$18K 0.01%
2,000
234
$18K 0.01%
738
235
$18K 0.01%
194
236
$18K 0.01%
280
+1
237
$18K 0.01%
157
238
$18K 0.01%
300
239
$18K 0.01%
248
+1
240
$18K 0.01%
170
241
$18K 0.01%
404
+4
242
$18K 0.01%
2,992
243
$17K 0.01%
233
244
$17K 0.01%
2,000
+1,000
245
$17K 0.01%
500
246
$17K 0.01%
1,000
247
$17K 0.01%
1,500
248
$17K 0.01%
221
249
$16K 0.01%
173
250
$16K 0.01%
100
8 9
10
11 12