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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.63M
3
+$3.58M
4
QCOM icon
Qualcomm
QCOM
+$3.26M
5
CVX icon
Chevron
CVX
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.3%
2 Healthcare 14.27%
3 Consumer Staples 13.46%
4 Energy 12.57%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
+1,200
252
$14K 0.01%
+1,600
253
$14K 0.01%
+3,000
254
$14K 0.01%
+2,000
255
$14K 0.01%
+2,000
256
$14K 0.01%
+346
257
$13K 0.01%
+262
258
$13K 0.01%
+130
259
$13K 0.01%
+297
260
$13K 0.01%
+300
261
$13K 0.01%
+150
262
$13K 0.01%
+378
263
$13K 0.01%
+1,000
264
$13K 0.01%
+195
265
$13K 0.01%
+666
266
$13K 0.01%
+300
267
$12K 0.01%
+1,500
268
$12K 0.01%
+930
269
$12K 0.01%
+12,000
270
$11K 0.01%
+1,000
271
$11K 0.01%
+130
272
$11K 0.01%
+400
273
$11K 0.01%
+500
274
$11K 0.01%
+370
275
$11K 0.01%
+2,000
9 10
11
12 13