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
$189M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.05M
3
+$271K
4
CVX icon
Chevron
CVX
+$243K
5
XOM icon
Exxon Mobil
XOM
+$149K

Top Sells

1
+$203K
2
+$180K
3
+$147K
4
UAL icon
United Airlines
UAL
+$101K
5
GLW icon
Corning
GLW
+$91.2K

Sector Composition

1 Technology 24.27%
2 Industrials 13%
3 Energy 10.94%
4 Healthcare 9.91%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.4K 0.01%
2,000
227
$23.4K 0.01%
1,600
228
$22.7K 0.01%
1,110
229
$22.6K 0.01%
270
230
$22.3K 0.01%
11,000
231
$22K 0.01%
7,000
232
$21.5K 0.01%
300
233
$21.3K 0.01%
22
234
$21.2K 0.01%
200
235
$21.2K 0.01%
+340
236
$21.1K 0.01%
3,000
237
$21K 0.01%
625
-700
238
$20.3K 0.01%
12,000
239
$20.2K 0.01%
306
240
$20.2K 0.01%
216
241
$20.1K 0.01%
200
242
$19.9K 0.01%
157
243
$19.5K 0.01%
173
244
$19.3K 0.01%
7,000
245
$18.8K 0.01%
6,000
246
$18.5K 0.01%
+50
247
$18.5K 0.01%
1,000
248
$18K 0.01%
1,500
249
$17.8K 0.01%
300
250
$17.8K 0.01%
1,000
8 9
10
11 12