FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$350K
4
ENB icon
Enbridge
ENB
+$319K
5
CVX icon
Chevron
CVX
+$115K

Top Sells

1
+$1.77M
2
+$890K
3
+$234K
4
BA icon
Boeing
BA
+$180K
5
PG icon
Procter & Gamble
PG
+$134K

Sector Composition

1 Technology 20.09%
2 Healthcare 14.45%
3 Energy 12.52%
4 Industrials 9.92%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
6,000
252
$14K 0.01%
700
253
$14K 0.01%
150
-1
254
$13K 0.01%
200
255
$13K 0.01%
130
256
$13K 0.01%
+200
257
$13K 0.01%
+1,555
258
$13K 0.01%
200
259
$13K 0.01%
906
260
$13K 0.01%
+1,000
261
$13K 0.01%
300
+50
262
– –
0
263
$12K 0.01%
254
-300
264
$12K 0.01%
80
265
$12K 0.01%
1,500
266
$12K 0.01%
14,000
+4,000
267
$12K 0.01%
2,000
268
$12K 0.01%
+10,000
269
$12K 0.01%
225
+100
270
$12K 0.01%
1,500
271
$12K 0.01%
225
272
$12K 0.01%
75
273
$12K 0.01%
3,000
274
$12K 0.01%
346
275
$11K 0.01%
500
9 10
11
12 13