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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.54M
3
+$1.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$59.7K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$49.3K

Top Sells

1
+$1.06M
2
+$194K
3
+$123K
4
MSFT icon
Microsoft
MSFT
+$101K
5
IRM icon
Iron Mountain
IRM
+$98K

Sector Composition

1 Technology 19.41%
2 Industrials 14.43%
3 Energy 11.99%
4 Healthcare 11.21%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.2K 0.01%
300
-200
227
$20.2K 0.01%
+3,000
228
$19.9K 0.01%
2,000
229
$19.9K 0.01%
81
-29
230
$19.9K 0.01%
266
231
$19.8K 0.01%
4,000
232
$19.7K 0.01%
1,000
233
$19.7K 0.01%
132
234
$19.6K 0.01%
200
-300
235
$19.6K 0.01%
1,300
236
$19.4K 0.01%
25
237
$19.3K 0.01%
157
238
$18.9K 0.01%
339
239
$18.6K 0.01%
71
240
$18.6K 0.01%
1,400
241
$18.2K 0.01%
2,000
242
$18.1K 0.01%
5,000
+2,000
243
$17.6K 0.01%
125
244
$17.3K 0.01%
300
245
$17.3K 0.01%
1,500
246
$16.9K 0.01%
1,000
247
$16.7K 0.01%
200
248
$16.6K 0.01%
100
249
$16.6K 0.01%
3,000
250
$15.8K 0.01%
+200
8 9
10
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