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
$132M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$692K
3
+$651K
4
CVX icon
Chevron
CVX
+$644K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$598K

Top Sells

1
+$2.27M
2
+$1.18M
3
+$317K
4
MSFT icon
Microsoft
MSFT
+$307K
5
OXY icon
Occidental Petroleum
OXY
+$193K

Sector Composition

1 Technology 23.29%
2 Industrials 13.15%
3 Energy 11.77%
4 Healthcare 10.71%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K 0.01%
+300
252
$10K 0.01%
4,000
253
$10K 0.01%
3,000
254
$10K 0.01%
2,000
255
$9K 0.01%
500
256
$9K 0.01%
61
257
$9K 0.01%
45
258
$9K 0.01%
250
259
$9K 0.01%
300
260
$9K 0.01%
500
261
$9K 0.01%
4,000
262
$9K 0.01%
5,000
263
$9K 0.01%
455
264
$9K 0.01%
500
265
$9K 0.01%
1,000
266
$9K 0.01%
100
267
$9K 0.01%
349
268
$8K 0.01%
1,000
269
$8K 0.01%
+1,000
270
$8K 0.01%
1,200
271
$8K 0.01%
2,000
272
$7K 0.01%
2,000
273
$7K 0.01%
2,500
274
$7K 0.01%
2,000
275
$7K 0.01%
55
9 10
11
12 13