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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$407K
3
+$44.6K
4
TGT icon
Target
TGT
+$30.4K
5
IAU icon
iShares Gold Trust
IAU
+$24.3K

Top Sells

1
+$595K
2
+$545K
3
+$397K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$322K
5
AAPL icon
Apple
AAPL
+$257K

Sector Composition

1 Technology 20.03%
2 Industrials 10.77%
3 Healthcare 9.97%
4 Consumer Discretionary 9.62%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
250
252
$13K 0.01%
402
+2
253
$13K 0.01%
225
254
$13K 0.01%
168
+1
255
$13K 0.01%
71
-9
256
$12K 0.01%
3,000
257
$12K 0.01%
121
-14
258
$12K 0.01%
340
259
$12K 0.01%
500
260
$11K 0.01%
979
261
$11K 0.01%
36
262
$11K 0.01%
1,000
263
$11K 0.01%
1,000
264
$11K 0.01%
350
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265
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388
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266
$11K 0.01%
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267
$11K 0.01%
257
268
$10K 0.01%
1,177
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269
$10K 0.01%
+284
270
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127
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271
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10
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272
$10K 0.01%
+2,000
273
$9K 0.01%
323
274
$9K 0.01%
+400
275
$9K 0.01%
3,000
9 10
11
12 13